VIG icon

Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

2,259 hedge funds and large institutions have $39.4B invested in Vanguard Dividend Appreciation ETF in 2025 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 928 increasing their positions, 855 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,259
Holders Change
-34
Holders Change %
-1.48%
% of All Funds
30.68%
Holding in Top 10
261
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-5.78%
% of All Funds
3.55%
New
117
Increased
928
Reduced
855
Closed
96
Calls
$126M
Puts
$25.1M
Net Calls
+$101M
Net Calls Change
+$21.1M

Top Buyers

1
Prudential Financial
Prudential Financial
New Jersey
+$462M
2
Wealthfront Advisers
Wealthfront Advisers
California
+$143M
3
UBS AM
UBS AM
Illinois
+$135M
4
HWM
HB Wealth Management
Georgia
+$92.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$87.5M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$556M
2
RPGK
Retirement Planning Group (Kansas)
Kansas
-$110M
3
3AM
3EDGE Asset Management
Florida
-$108M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$102M
5
IAA
Independent Advisor Alliance
North Carolina
-$76.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
LBC
1851
Leigh Baldwin & Co
New York
$306K +$1.94K +10 +0.6%
PCS
1852
Private Client Services
Kentucky
$305K +$1.16K +6 +0.4%
EP
1853
Edgestream Partners
New Jersey
$304K +$304K +1,569 New
IF
1854
Intrua Financial
Texas
$304K -$255K -1,315 -46%
WMA
1855
Wealth Management Associates
New Jersey
$304K – – –
KG
1856
Kilter Group
New York
$304K +$388 +2 +0.1%
HFA
1857
High Falls Advisors
New York
$302K – – –
SCA
1858
Stonebridge Capital Advisors
Minnesota
$301K -$66.5K -343 -18%
TIM
1859
Tortoise Investment Management
New York
$301K -$776 -4 -0.3%
PWPS
1860
Pinnacle Wealth Planning Services
Ohio
$301K +$77K +397 +34%
BCFS
1861
Butensky & Cohen Financial Security
Florida
$300K -$22.7K -117 -7%
MAM
1862
Milestone Asset Management
Pennsylvania
$300K +$300K +1,545 New
HC
1863
Hamilton Capital
Ohio
$300K +$4.27K +22 +1%
BWP
1864
Bernardo Wealth Planning
Pennsylvania
$299K +$388 +2 +0.1%
KPP
1865
Kings Path Partners
Texas
$299K +$388 +2 +0.1%
IFPG
1866
Intrepid Financial Planning Group
Indiana
$299K – – –
PWP
1867
Precedent Wealth Partners
Texas
$299K +$64K +330 +27%
WCM
1868
Whitener Capital Management
North Carolina
$298K -$9.32K -48 -3%
CWG
1869
Cornerstone Wealth Group
North Carolina
$296K -$13.6K -70 -4%
PWM
1870
Provident Wealth Management
Tennessee
$296K +$1.36K +7 +0.5%
FCM
1871
Fourpath Capital Management
Oklahoma
$296K +$388 +2 +0.1%
WA
1872
WP Advisors
California
$295K +$582 +3 +0.2%
BFG
1873
Bouchey Financial Group
New York
$295K -$8.15K -42 -3%
IIM
1874
Ipswich Investment Management
Massachusetts
$295K – – –
ST
1875
Sageworth Trust
Pennsylvania
$294K -$28.9K -149 -9%
73 74
75
76 77