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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
NLWP
1576
Next Level Wealth Planning
Idaho
$523K +$22.9K +115 +4%
AFG
1577
ABLE Financial Group
Arizona
$522K +$32.4K +163 +6%
PWMG
1578
Prestige Wealth Management Group
New Jersey
$521K -$46.1K -232 -8%
AWMG
1579
Alliance Wealth Management Group
New Jersey
$519K -$22.9K -115 -4%
TCM
1580
Towercrest Capital Management
Pennsylvania
$519K -$22.9K -115 -4%
CCM
1581
Condor Capital Management
New Jersey
$519K
BFP
1582
Beacon Financial Planning
Massachusetts
$516K
TLA
1583
Tanglewood Legacy Advisors
Texas
$516K
VAF
1584
Values Added Financial
District of Columbia
$514K -$21.1K -106 -4%
GPA
1585
Guidance Point Advisors
Massachusetts
$513K +$10.5K +53 +2%
CWP
1586
Cyndeo Wealth Partners
Florida
$513K -$80.1K -403 -13%
MWM
1587
MBE Wealth Management
Wisconsin
$512K +$15.9K +80 +3%
EL
1588
EWA LLC
Pennsylvania
$511K -$185K -930 -26%
SWA
1589
SFMG Wealth Advisors
Texas
$511K +$102K +513 +24%
BC
1590
Bowman & Company
Wisconsin
$510K -$154K -772 -23%
MCM
1591
Mengis Capital Management
Oregon
$506K +$199 +1 +0%
CMS
1592
Capital Market Strategies
Florida
$504K -$300K -1,508 -37%
IAA
1593
Independent Advisor Alliance
North Carolina
$504K -$78.5M -395,002 -99%
First Trust Advisors
1594
First Trust Advisors
Illinois
$500K -$11.1K -56 -2%
BCM
1595
Brookmont Capital Management
Texas
$500K -$40K -201 -7%
MCWS
1596
McKinley Carter Wealth Services
West Virginia
$497K +$1.59K +8 +0.3%
MWP
1597
Meridian Wealth Partners
Pennsylvania
$497K -$67.4K -339 -12%
SAM
1598
S.A. Mason
Michigan
$494K -$85.3K -429 -14%
TWP
1599
Total Wealth Planning
Ohio
$494K -$26K -131 -5%
BCG
1600
Breakwater Capital Group
New Jersey
$493K -$9.15K -46 -2%

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.