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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
HSWS
1676
Higgins & Schmidt Wealth Strategies
Colorado
$431K -$8.35K -42 -2%
EW
1677
Elyxium Wealth
California
$427K
CFG
1678
Clayton Financial Group
Missouri
$425K +$87.7K +441 +25%
BZWA
1679
Blue Zone Wealth Advisors
California
$425K +$103K +519 +31%
DI
1680
Disciplined Investments
Oklahoma
$424K -$5.77K -29 -1%
BAM
1681
Berkshire Asset Management
Pennsylvania
$423K -$4.57K -23 -1%
PFP
1682
Paragon Financial Partners
California
$421K +$994 +5 +0.2%
QCG
1683
Quadrant Capital Group
Ohio
$421K -$12.5K -63 -3%
DFG
1684
Delta Financial Group
New Jersey
$421K +$597 +3 +0.1%
DIA
1685
Dana Investment Advisors
Wisconsin
$420K +$398 +2 +0.1%
DAC
1686
Dividend Assets Capital
South Carolina
$420K +$12.7K +64 +3%
CCA
1687
Cobblestone Capital Advisors
New York
$420K -$3.98K -20 -0.9%
I
1688
InvesTrust
Oklahoma
$420K -$24.9K -125 -5%
GFG
1689
Grantvest Financial Group
New Jersey
$419K
JWS
1690
Juncture Wealth Strategies
Arizona
$419K -$25.5K -128 -6%
CCM
1691
Chaney Capital Management
Washington
$418K -$21.9K -110 -5%
BWL
1692
Bogart Wealth LLC
Virginia
$416K +$233K +1,170 +120%
MFS
1693
Madrona Financial Services
Washington
$416K
SPI
1694
Santori & Peters Inc
Pennsylvania
$416K -$566K -2,845 -57%
MYIA
1695
Mount Yale Investment Advisors
Colorado
$416K -$12.5K -63 -3%
RWM
1696
Revisor Wealth Management
Ohio
$415K +$426K +2,140 New
ERIC
1697
Eagle Rock Investment Company
Georgia
$415K
UAG
1698
United Advisor Group
Ohio
$415K +$425K +2,139 New
OWM
1699
Orgel Wealth Management
Wisconsin
$415K +$23.3K +117 +6%
JWM
1700
Jeppson Wealth Management
California
$415K -$7.95K -40 -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.