VIG icon

Vanguard Dividend Appreciation ETF

2,257 hedge funds and large institutions have $39.4B invested in Vanguard Dividend Appreciation ETF in 2025 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 927 increasing their positions, 854 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,257
Holders Change
-34
Holders Change %
-1.48%
% of All Funds
30.67%
Holding in Top 10
261
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-5.78%
% of All Funds
3.55%
New
117
Increased
927
Reduced
854
Closed
96
Calls
$126M
Puts
$25.1M
Net Calls
+$101M
Net Calls Change
+$21.1M
Name Holding Trade Value Shares
Change
Shares
Change %
EW
126
Evoke Wealth
California
$32.6M +$783K +4,037 +2%
NG
127
Novem Group
New York
$32.3M +$1.95M +10,053 +6%
SI
128
Stephens Inc
Arkansas
$32M -$260K -1,342 -0.8%
HI
129
Human Investing
Oregon
$31.5M +$793K +4,090 +3%
DT
130
Diversified Trust
Tennessee
$31.4M +$202K +1,043 +0.6%
FI
131
FIDELIS iM
Oregon
$31.3M +$1.75M +9,014 +6%
OHWA
132
Oak Hill Wealth Advisors
Virginia
$30.6M +$1.34M +6,901 +5%
PAM
133
Prodigy Asset Management
Nebraska
$30.5M +$3.1M +16,004 +11%
CAL
134
Capital Advisors Ltd
Ohio
$30.1M -$453K -2,337 -1%
WPA
135
West Paces Advisors
Georgia
$29.6M +$21.9M +112,926 +284%
IAS
136
Investment Advisory Services
Texas
$29.5M +$659K +3,397 +2%
First Manhattan
137
First Manhattan
New York
$29M +$3.1K +16 +0%
VA
138
Valmark Advisers
Ohio
$28.8M -$23.9K -123 -0.1%
SFA
139
Seneca Financial Advisors
New York
$28.5M +$248K +1,276 +0.9%
Two Sigma Investments
140
Two Sigma Investments
New York
$28.4M -$10.8M -55,800 -28%
CA
141
Cornerstone Advisory
Maryland
$28.2M +$7.1M +37,221 +34%
SIM
142
Studio Investment Management
Illinois
$28M +$435K +2,242 +2%
FCM
143
Firestone Capital Management
Florida
$27.7M -$709K -3,655 -2%
AA
144
Advisory Alpha
Michigan
$27.6M +$649K +3,347 +2%
PMG
145
ProVise Management Group
Florida
$27.5M -$443K -2,282 -2%
EWA
146
EP Wealth Advisors
California
$27.5M +$3.56M +18,348 +15%
GFM
147
GEN Financial Management
Minnesota
$27.4M -$301K -1,552 -1%
AF
148
Allworth Financial
California
$27M +$3M +15,932 +13%
CA
149
Crane Advisory
California
$26.4M +$758K +4,105 +3%
CBT
150
Crews Bank & Trust
Florida
$26.4M +$641K +3,305 +2%