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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
LCWP
1801
Legacy Capital Wealth Partners
Arkansas
$346K +$43.9K +221 +14%
HAS
1802
Holland Advisory Services
Florida
$345K
IFPL
1803
Investments & Financial Planning LLC
Kentucky
$345K -$8.55K -43 -2%
PWAM
1804
Private Wealth Asset Management
Iowa
$345K +$354K +1,778 New
FA
1805
Faithward Advisors
Pennsylvania
$345K -$5.77K -29 -2%
FGWP
1806
Founders Grove Wealth Partners
Virginia
$344K -$32.2K -162 -8%
RCM
1807
Richardson Capital Management
Wisconsin
$343K -$9.74K -49 -3%
IAMOG
1808
Investors Asset Management of Georgia
Georgia
$342K +$795 +4 +0.2%
NCM
1809
NCM Capital Management
New Jersey
$342K
FG
1810
Fairman Group
Pennsylvania
$341K +$1.59K +8 +0.5%
BIG
1811
Brooklyn Investment Group
New York
$340K +$222K +1,118 +176%
CIG
1812
Cairn Investment Group
Washington
$340K -$96.6K -486 -22%
ACM
1813
Alpha Capital Management
Texas
$339K
PA
1814
Parkside Advisors
California
$339K -$15.3K -77 -4%
SCP
1815
Shorepoint Capital Partners
Massachusetts
$339K +$4.38K +22 +1%
NA
1816
Navellier & Associates
Nevada
$338K +$1.79K +9 +0.5%
CPSC
1817
Carl P. Sherr & Co
Massachusetts
$338K -$6.36K -32 -2%
CAM
1818
Costello Asset Management
Pennsylvania
$338K +$340K +1,709 +5,026%
IAP
1819
Indie Asset Partners
Indiana
$338K -$5.37K -27 -2%
EC
1820
Eaton-Cambridge
Arizona
$336K +$344K +1,732 New
WN
1821
Williams & Novak
California
$336K
PL
1822
Plancorp LLC
Missouri
$335K -$230K -1,157 -40%
LIA
1823
Lynx Investment Advisory
District of Columbia
$334K +$398 +2 +0.1%
MAA
1824
Mraz Amerine & Associates
California
$332K +$11.9K +60 +4%
OWA
1825
Outlook Wealth Advisors
Texas
$332K

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.