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Vanguard Dividend Appreciation ETF

2,286 hedge funds and large institutions have $39.6B invested in Vanguard Dividend Appreciation ETF in 2025 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 937 increasing their positions, 864 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

401% more call options, than puts

Call options by funds: $126M | Put options by funds: $25.1M

18% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 101

8% more repeat investments, than reductions

Existing positions increased: 937 | Existing positions reduced: 864

0.08% less ownership

Funds ownership: 45.98%45.9% (-0.08%)

1% less funds holding

Funds holding: 2,3172,286 (-31)

6% less funds holding in top 10

Funds holding in top 10: 278262 (-16)

17% less capital invested

Capital invested by funds: $47.9B → $39.6B (-$8.32B)

Holders
2,286
Holders Change
-31
Holders Change %
-1.34%
% of All Funds
30.65%
Holding in Top 10
262
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-5.76%
% of All Funds
3.51%
New
119
Increased
937
Reduced
864
Closed
101
Calls
$126M
Puts
$25.1M
Net Calls
+$101M
Net Calls Change
+$21.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BSSFA
126
Baron Silver Stevens Financial Advisors
Florida
$33M +$329K +1,657 +1%
EW
127
Evoke Wealth
California
$32.6M +$803K +4,037 +2%
NG
128
Novem Group
New York
$32.3M +$2M +10,053 +6%
SI
129
Stephens Inc
Arkansas
$32M -$267K -1,342 -0.8%
HI
130
Human Investing
Oregon
$31.5M +$813K +4,090 +3%
DT
131
Diversified Trust
Tennessee
$31.4M +$207K +1,043 +0.6%
FI
132
FIDELIS iM
Oregon
$31.3M +$1.79M +9,014 +6%
OHWA
133
Oak Hill Wealth Advisors
Virginia
$30.6M +$1.37M +6,901 +5%
PAM
134
Prodigy Asset Management
Nebraska
$30.5M +$3.18M +16,004 +11%
CAL
135
Capital Advisors Ltd
Ohio
$30.1M -$465K -2,337 -1%
WPA
136
West Paces Advisors
Georgia
$29.6M +$22.5M +112,926 +284%
IAS
137
Investment Advisory Services
Texas
$29.5M +$675K +3,397 +2%
First Manhattan
138
First Manhattan
New York
$29M +$3.18K +16 +0%
VA
139
Valmark Advisers
Ohio
$28.8M -$24.5K -123 -0.1%
SFA
140
Seneca Financial Advisors
New York
$28.5M +$254K +1,276 +0.9%
Two Sigma Investments
141
Two Sigma Investments
New York
$28.4M -$11.1M -55,800 -28%
CA
142
Cornerstone Advisory
Maryland
$28.2M +$7.4M +37,221 +34%
SIM
143
Studio Investment Management
Illinois
$28M +$446K +2,242 +2%
FCM
144
Firestone Capital Management
Florida
$27.7M -$727K -3,655 -2%
AA
145
Advisory Alpha
Michigan
$27.6M +$666K +3,347 +2%
PMG
146
ProVise Management Group
Florida
$27.5M -$454K -2,282 -2%
EWA
147
EP Wealth Advisors
California
$27.5M +$3.65M +18,348 +15%
GFM
148
GEN Financial Management
Minnesota
$27.4M -$309K -1,552 -1%
AF
149
Allworth Financial
California
$27M +$3.17M +15,932 +13%
CA
150
Crane Advisory
California
$26.4M +$816K +4,105 +3%

VIG Hedge Fund Activity: Q1 2025 in Review

2,286 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q1 2025, worth a combined $39.6B — down 17% from $47.9B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new VIG positions and 101 closed out — a net gain of 18 holders — while 937 added to existing stakes and 864 trimmed.

The largest buyer was Prudential Financial, adding an estimated $473M. The largest seller was Bank of America, cutting an estimated $570M.

  • 2,286 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q1 2025, down from 2,317 in Q4 2024.
  • Funds reported $39.6B of Vanguard Dividend Appreciation ETF stock for Q1 2025, down 17% quarter-over-quarter.
  • 119 funds opened new Vanguard Dividend Appreciation ETF positions in Q1 2025 and 101 closed out, a net change of +18 holders.
  • The largest Vanguard Dividend Appreciation ETF buyer in Q1 2025 was Prudential Financial, an estimated $473M added.
  • The largest Vanguard Dividend Appreciation ETF seller in Q1 2025 was Bank of America, an estimated $570M sold.

Based on aggregated 13F filings for Q1 2025.