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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
CWMK
1526
Caliber Wealth Management (Kansas)
Kansas
$566K +$580K +2,919 New
SIAS
1527
Summit Investment Advisory Services
Minnesota
$566K -$6.56K -33 -1%
MIM
1528
Macroview Investment Management
Maryland
$564K -$8.75K -44 -1%
BIM
1529
Baldwin Investment Management
Pennsylvania
$563K -$109K -547 -16%
MWM
1530
Moulton Wealth Management
Washington
$563K -$145K -729 -20%
TYCC
1531
Texas Yale Capital Corp
Florida
$563K -$392K -1,971 -40%
PCM
1532
Pointe Capital Management
Michigan
$561K
DWM
1533
Darwin Wealth Management
Florida
$561K
HAIM
1534
Hunter Associates Investment Management
Pennsylvania
$560K -$31.8K -160 -5%
MPI
1535
Mairs & Power Inc
Minnesota
$559K -$144K -723 -20%
PWM
1536
Praetorian Wealth Management
California
$558K
SMG
1537
Smart Money Group
Texas
$557K -$3.81M -19,165 -87%
FNB
1538
Farmers National Bank
Kentucky
$556K -$13.1K -66 -2%
AIA
1539
AssuredPartners Investment Advisors
Florida
$555K +$2.58K +13 +0.5%
LI
1540
LifeWealth Investments
Florida
$555K +$284K +1,430 +100%
SPF
1541
South Plains Financial
Texas
$554K
EM
1542
Excalibur Management
Massachusetts
$554K +$133K +671 +31%
VPIM
1543
Vanguard Personalized Indexing Management
California
$551K +$564K +2,838 New
SF
1544
Seek First
California
$550K +$564K +2,836 New
BOPW
1545
Brandywine Oak Private Wealth
Pennsylvania
$549K +$199 +1 +0%
DC
1546
Dahring Cusmano
Michigan
$549K -$46.9K -236 -8%
O3W
1547
Omni 360 Wealth
New Jersey
$547K -$70.4K -354 -11%
BW
1548
BXM Wealth
Colorado
$547K +$561K +2,820 New
KGP
1549
Keystone Global Partners
Colorado
$545K +$559K +2,809 New
GF
1550
Gimbal Financial
Indiana
$544K +$398 +2 +0.1%

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.