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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
KPWG
1551
KFA Private Wealth Group
Virginia
$544K +$329K +1,656 +144%
LW
1552
Libra Wealth
California
$543K
RW
1553
Regimen Wealth
Georgia
$543K -$239K -1,200 -30%
SBIA
1554
Sheaff Brock Investment Advisors
Indiana
$542K -$70.4K -354 -11%
HFS
1555
Hopwood Financial Services
Virginia
$540K -$13.9K -70 -2%
PVI
1556
Pine Valley Investments
New Jersey
$539K -$213K -1,072 -28%
RA
1557
Rise Advisors
New York
$538K +$83.5K +420 +18%
OBGC
1558
O'Brien Greene & Co
Pennsylvania
$537K -$28.6K -144 -5%
PFG
1559
Pacific Financial Group
Washington
$536K +$62.2K +313 +13%
AMCA
1560
Arthur M. Cohen & Associates
Illinois
$535K
CANC
1561
Culbertson A N & Co
Virginia
$535K
ADL
1562
Asset Dedication LLC
California
$535K -$104K -523 -16%
BWM
1563
BCS Wealth Management
Tennessee
$534K -$26.6K -134 -5%
CVA
1564
Central Valley Advisors
California
$534K
CF
1565
Convergence Financial
Missouri
$532K -$26.8K -135 -5%
LWM
1566
Lakeridge Wealth Management
Ohio
$532K -$52.7K -265 -9%
LWA
1567
LifeGoal Wealth Advisors
New York
$532K +$3.98K +20 +0.7%
BI
1568
Beckerman Institutional
New Jersey
$531K +$119K +600 +28%
SSW
1569
Stone Summit Wealth
Florida
$530K
TWM
1570
Tanager Wealth Management
United Kingdom
$529K -$54.9K -276 -9%
CAM
1571
Covenant Asset Management
New Jersey
$527K
RTL
1572
Red Tortoise LLC
Georgia
$525K +$1.79K +9 +0.3%
VWA
1573
VSM Wealth Advisory
Maryland
$525K +$3.18K +16 +0.6%
BFS
1574
Beacon Financial Strategies
North Carolina
$525K +$99.6K +501 +23%
AFA
1575
Avant Financial Advisors
Texas
$523K +$2.58K +13 +0.5%

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.