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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
AW
1476
Alteri Wealth
California
$608K +$93.9K +472 +18%
EP
1477
Essential Planning
New Hampshire
$606K -$27.5M -138,071 -98%
RFA
1478
Rollins Financial Advisors
New York
$606K +$14.7K +74 +2%
AMM
1479
American Money Management
California
$606K -$5.96K -30 -1%
BI
1480
Ballast Inc
Kentucky
$605K
FFA
1481
First Foundation Advisors
California
$605K
SFP
1482
Sterling Financial Planning
New Jersey
$604K +$10.7K +54 +2%
GT
1483
Glenview Trust
Kentucky
$604K -$7.36K -37 -1%
P
1484
Pitcairn
Pennsylvania
$603K -$484K -2,432 -44%
HA
1485
Helium Advisors
Washington
$603K
CAP
1486
Columbia Advisory Partners
Washington
$602K +$617K +3,104 New
SWM
1487
Schwallier Wealth Management
Michigan
$602K -$994 -5 -0.2%
S
1488
SimplyRich
California
$601K
DWM
1489
Destination Wealth Management
California
$601K +$39.8K +200 +7%
Russell Investments Group
1490
Russell Investments Group
United Kingdom
$596K +$7.75K +39 +1%
PMFA
1491
Plante Moran Financial Advisors
Michigan
$595K -$114K -573 -16%
JC
1492
JB Capital
Connecticut
$595K +$5.96K +30 +1%
EWA
1493
ERTS Wealth Advisors
Michigan
$595K
TMWM
1494
Taylor & Morgan Wealth Management
Michigan
$593K -$54.5K -274 -8%
AL
1495
ACAS LLC
California
$591K -$11.9K -60 -2%
RAS
1496
RPS Advisory Solutions
Kentucky
$591K +$53.7K +270 +10%
ML
1497
Mayport LLC
Massachusetts
$591K +$158K +796 +35%
RFP
1498
Root Financial Partners
California
$590K -$109K -548 -15%
CAMG
1499
CWA Asset Management Group
Florida
$590K -$39.8K -200 -6%
GI
1500
GAMMA Investing
California
$590K +$283K +1,422 +88%

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.