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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
JCFM
1501
JBR Co Financial Management
Oklahoma
$589K
FFA
1502
Fortune Financial Advisors
Kansas
$589K +$375K +1,886 +164%
VIM
1503
Vista Investment Management
Pennsylvania
$588K -$3.98K -20 -0.7%
MTWM
1504
Masso Torrence Wealth Management
New Jersey
$587K
IWA
1505
Icon Wealth Advisors
Texas
$586K
WCM
1506
Winebrenner Capital Management
Kentucky
$586K -$18.3K -92 -3%
FA
1507
Financial Alternatives
California
$586K
WMS
1508
Wealth Management Strategies
Pennsylvania
$585K +$2.98K +15 +0.5%
BFC
1509
Bedel Financial Consulting
Indiana
$585K +$73K +367 +14%
BIG
1510
Brookwood Investment Group
Arizona
$584K +$599K +3,011 New
CWA
1511
Capital Wealth Alliance
Arizona
$584K +$154K +772 +35%
HFO
1512
Heritage Family Offices
Arizona
$584K
GFP
1513
Gryphon Financial Partners
Ohio
$582K
MCA
1514
Maryland Capital Advisors
Maryland
$581K -$37.8K -190 -6%
BWA
1515
BCU Wealth Advisors
Illinois
$581K +$1.99K +10 +0.3%
FWM
1516
Foguth Wealth Management
Michigan
$578K +$96.2K +484 +19%
SCA
1517
Scott Capital Advisors
Oregon
$576K +$398 +2 +0.1%
VWWMG
1518
Vermillion & White Wealth Management Group
Pennsylvania
$575K
TNBTD
1519
Trustmark National Bank Trust Department
Mississippi
$573K +$289K +1,455 +97%
MMPW
1520
Mitchell McLeod Pugh & Williams
Alabama
$573K +$71.6K +360 +14%
TWM
1521
Topsail Wealth Management
North Carolina
$573K +$49.5K +249 +9%
TTWM
1522
TCV Trust & Wealth Management
Virginia
$571K
JHCP
1523
Jackson Hole Capital Partners
Oklahoma
$571K
LFA
1524
Lauterbach Financial Advisors
Texas
$571K +$585K +2,941 New
TBWA
1525
Three Bridge Wealth Advisors
California
$570K +$117K +588 +25%

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.