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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
OCM
1601
Orleans Capital Management
Louisiana
$492K +$48.7K +245 +11%
BAAM
1602
Baker Avenue Asset Management
California
$491K +$244K +1,227 +94%
CFS
1603
Cannon Financial Strategists
Georgia
$490K +$597 +3 +0.1%
DA
1604
Dover Advisors
Virginia
$488K +$500K +2,517 New
BFA
1605
Beaumont Financial Advisors
Massachusetts
$488K +$6.16K +31 +1%
RCI
1606
RS Crum Inc
California
$487K +$45.1K +227 +10%
SIC
1607
Samalin Investment Counsel
New York
$487K -$94.3K -474 -16%
FWTB
1608
First Western Trust Bank
Colorado
$486K +$17.5K +88 +4%
WF
1609
WinCap Financial
Massachusetts
$485K -$2.38M -11,963 -83%
PWH
1610
Priebe Wealth Holdings
Minnesota
$484K -$4.57K -23 -0.9%
ABLA
1611
Alan B. Lancz & Associates
Ohio
$482K
CGF
1612
Constant Guidance Financial
Massachusetts
$482K -$32.4K -163 -6%
VCP
1613
Verus Capital Partners
Arizona
$482K -$398 -2 -0.1%
DWM
1614
Denver Wealth Management
Colorado
$481K +$1.79K +9 +0.4%
PWP
1615
Phillips Wealth Planners
Mississippi
$481K -$2.39K -12 -0.5%
IWS
1616
Insight Wealth Strategies
California
$481K -$275K -1,385 -36%
VPP
1617
Vertex Planning Partners
Illinois
$481K +$1.79K +9 +0.4%
HPIA
1618
Hamilton Point Investment Advisors
North Carolina
$480K
BBPWM
1619
Blue Bell Private Wealth Management
Pennsylvania
$480K +$115K +580 +31%
CTWM
1620
Cherry Tree Wealth Management
Minnesota
$480K -$3.98K -20 -0.8%
OAM
1621
Oak Asset Management
California
$480K
MAM
1622
McLean Asset Management
Virginia
$476K +$597 +3 +0.1%
PWM
1623
PBMares Wealth Management
Virginia
$475K -$80.5K -405 -14%
WG
1624
Welch Group
Alabama
$473K +$3.98K +20 +0.8%
AOWM
1625
Alpha Omega Wealth Management
Virginia
$473K -$10.5K -53 -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.