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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
SF
1751
Strategent Financial
Virginia
$375K +$174K +873 +82%
T. Rowe Price Associates
1752
T. Rowe Price Associates
Maryland
$375K
RIM
1753
Redwood Investment Management
Arizona
$375K +$384K +1,932 New
SAM
1754
Seelaus Asset Management
New Jersey
$375K -$11.3K -57 -3%
SIC
1755
Sterling Investment Counsel
New York
$375K +$384K +1,932 New
HCMG
1756
Howard Capital Management Group
California
$374K
SP
1757
Symmetry Partners
Connecticut
$373K
TI
1758
Truepoint Inc
Ohio
$372K +$69.2K +348 +22%
BW
1759
BostonPremier Wealth
Massachusetts
$370K -$19.3K -97 -5%
TSWM
1760
Tyler-Stone Wealth Management
Ohio
$369K
CPW
1761
Catalyst Private Wealth
California
$368K +$88.7K +446 +31%
SDAM
1762
Shulman DeMeo Asset Management
New York
$366K
HBT
1763
Hills Bank & Trust
Iowa
$366K +$15.3K +77 +4%
PFA
1764
Portland Financial Advisors
New York
$366K +$2.98K +15 +0.8%
WIA
1765
Wealthedge Investment Advisors
New York
$366K +$994 +5 +0.3%
CAG
1766
Curtis Advisory Group
California
$364K -$19.9K -100 -5%
JWM
1767
Jupiter Wealth Management
Colorado
$363K
NL
1768
NVWM LLC
Pennsylvania
$363K -$284K -1,430 -43%
CCC
1769
Compass Capital Corp
Massachusetts
$362K -$202K -1,015 -35%
WA
1770
Wealthstream Advisors
New York
$362K +$1.19K +6 +0.3%
CFB
1771
Cullen/Frost Bankers
Texas
$361K -$90.9K -457 -20%
WMP
1772
Wealth Management Partners
Arizona
$360K -$3.18K -16 -0.9%
CQWA
1773
Chokshi & Queen Wealth Advisors
California
$359K
SFG
1774
Sage Financial Group
Pennsylvania
$358K -$994 -5 -0.3%
TFA
1775
Teamwork Financial Advisors
Texas
$358K -$597 -3 -0.2%

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.