We are live on ! Find out more
VIG icon

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
LAMNM
1826
Longview Asset Management (New Mexico)
New Mexico
$332K -$35.8K -180 -10%
PWG
1827
Private Wealth Group
Florida
$332K
NFP
1828
Narus Financial Partners
Utah
$329K +$20.7K +104 +7%
LWM
1829
LJI Wealth Management
Indiana
$329K
KWM
1830
Kingsman Wealth Management
Florida
$328K +$336K +1,692 New
SAM
1831
Summit Asset Management
Tennessee
$328K
NFSG
1832
Newbridge Financial Services Group
Florida
$326K -$19.3K -97 -5%
NB
1833
NBT Bank
New York
$325K
SWIG
1834
Strategic Wealth Investment Group
Kentucky
$325K -$430K -2,160 -56%
TFA
1835
Trinity Financial Advisors
Ohio
$324K +$1.19K +6 +0.3%
SM
1836
Sensible Money
Arizona
$324K +$14.3K +72 +5%
TCM
1837
TruNorth Capital Management
Michigan
$323K
WBC
1838
West Branch Capital
Massachusetts
$323K
BFF
1839
Byrne Financial Freedom
Massachusetts
$322K -$1.99K -10 -0.6%
RF
1840
RHS Financial
California
$322K -$34K -171 -9%
AFAS
1841
Acorn Financial Advisory Services
Virginia
$322K -$18.3K -92 -5%
SFG
1842
Shum Financial Group
California
$321K +$7.75K +39 +2%
GWS
1843
Glassman Wealth Services
Virginia
$321K +$7.36K +37 +2%
SFG
1844
Sather Financial Group
Texas
$320K
CFG
1845
Certior Financial Group
Pennsylvania
$319K -$2.35M -11,793 -88%
CD
1846
Chapin Davis
Maryland
$318K -$8.35K -42 -2%
LWA
1847
Lineweaver Wealth Advisors
Ohio
$318K +$199 +1 +0.1%
PSA
1848
Plum Street Advisors
Louisiana
$316K +$106K +535 +49%
WC
1849
Whitney & Co
New York
$316K +$994 +5 +0.3%
GC
1850
GatePass Capital
Ohio
$315K -$5.96K -30 -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.