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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
CBT
151
Crews Bank & Trust
Florida
$26.4M +$657K +3,305 +2%
AM
152
AGF Management
Ontario, Canada
$26.1M -$1.31M -6,568 -5%
Betterment LLC
153
Betterment LLC
New York
$25.8M +$1.72M +8,641 +7%
GFL
154
Granite FO LLC
New Hampshire
$25.3M -$236K -1,188 -0.9%
CA
155
Clearstead Advisors
Ohio
$25.2M -$1.52M -7,641 -6%
NIM
156
Northeast Investment Management
Massachusetts
$25M -$555K -2,793 -2%
SC
157
Scotia Capital
Ontario, Canada
$24.9M -$568K -2,854 -2%
KFAA
158
Klaas Financial Asset Advisors
Illinois
$24.9M +$95.2K +479 +0.4%
TC
159
TownSquare Capital
Utah
$24.8M -$5.83M -29,300 -19%
MFG
160
MTM Financial Group
Pennsylvania
$24.5M +$691K +3,477 +3%
SCM
161
SCS Capital Management
Massachusetts
$24.4M +$25M +125,685 New
LPAM
162
Lodestar Private Asset Management
California
$24.4M +$285K +1,433 +1%
KL
163
KilterHowling LLC
Colorado
$24.3M +$664K +3,339 +3%
MAM
164
McCarthy Asset Management
California
$24.1M -$408K -2,053 -2%
CWAG
165
Compton Wealth Advisory Group
Virginia
$23.8M -$210K -1,058 -0.9%
SAMT
166
Select Asset Management & Trust
Pennsylvania
$23.7M +$417K +2,098 +2%
MA
167
Mutual Advisors
Nebraska
$23.5M -$91.3K -459 -0.4%
CA
168
Capital Advantage
California
$23.3M
PA
169
PFG Advisors
Arizona
$23.2M +$4.2M +21,129 +21%
GLLW
170
Graves Light Lenhart Wealth
Virginia
$23.1M -$190K -955 -0.8%
MA
171
Montag & Associates
Georgia
$22.9M +$286K +1,437 +1%
EWA
172
EverSource Wealth Advisors
Alabama
$22.6M +$415K +2,085 +2%
WBG
173
Wharton Business Group
Pennsylvania
$22.4M +$118K +595 +0.5%
CTC
174
Central Trust Company
Missouri
$22.3M -$276K -1,387 -1%
ANTB
175
AMG National Trust Bank
Colorado
$22.1M +$536K +2,696 +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.