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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
AG
1701
AmeriFlex Group
Nevada
$414K +$25.3K +127 +6%
CWM
1702
Crowley Wealth Management
Delaware
$413K +$3.98K +20 +0.9%
CWM
1703
Cahaba Wealth Management
Georgia
$413K +$1.39K +7 +0.3%
AFW
1704
Atlantic Family Wealth
Florida
$413K
HFS
1705
Hantz Financial Services
Michigan
$412K +$422K +2,124 New
SSWM
1706
Strait & Sound Wealth Management
California
$410K -$5.77K -29 -1%
PA
1707
Procyon Advisors
Connecticut
$409K +$165K +828 +65%
PPW
1708
Presilium Private Wealth
Pennsylvania
$408K
SEP
1709
Southland Equity Partners
Missouri
$407K +$597 +3 +0.1%
CSIC
1710
Clifford Swan Investment Counsel
California
$407K
MCFP
1711
Mallini Complete Financial Planning
Florida
$406K
AIS
1712
American Investment Services
Massachusetts
$404K +$597 +3 +0.1%
OWA
1713
Octavia Wealth Advisors
Ohio
$403K -$64.4K -324 -13%
MPIM
1714
McGinn Penninger Investment Management
Virginia
$403K +$413K +2,077 New
WPC
1715
White Pine Capital
Minnesota
$403K -$5.17K -26 -1%
DTC
1716
Davidson Trust Company
Washington
$402K
CRWM
1717
Castle Rock Wealth Management
California
$402K +$597 +3 +0.1%
GHAM
1718
Gilman Hill Asset Management
Connecticut
$402K
FBT
1719
First Bank & Trust
South Dakota
$401K -$11.9K -60 -3%
SDWMA
1720
Schneider Downs Wealth Management Advisors
Pennsylvania
$400K -$20.3K -102 -5%
WA
1721
Westfuller Advisors
New York
$399K -$87.7K -441 -18%
DI
1722
Disciplined Investors
Texas
$398K +$408K +2,054 New
WAM
1723
Walker Asset Management
Missouri
$398K +$199 +1 +0%
BFIC
1724
Bedell Frazier Investment Counselling
California
$398K
DA
1725
Doliver Advisors
Texas
$398K

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.