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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
KG
1876
Kilter Group
New York
$304K +$398 +2 +0.1%
HFA
1877
High Falls Advisors
New York
$302K
SCA
1878
Stonebridge Capital Advisors
Minnesota
$301K -$68.2K -343 -18%
TIM
1879
Tortoise Investment Management
New York
$301K -$795 -4 -0.3%
PWPS
1880
Pinnacle Wealth Planning Services
Ohio
$301K +$78.9K +397 +34%
BCFS
1881
Butensky & Cohen Financial Security
Florida
$300K -$23.3K -117 -7%
MAM
1882
Milestone Asset Management
Pennsylvania
$300K +$307K +1,545 New
HC
1883
Hamilton Capital
Ohio
$300K +$4.38K +22 +1%
BWP
1884
Bernardo Wealth Planning
Pennsylvania
$299K +$398 +2 +0.1%
KPP
1885
Kings Path Partners
Texas
$299K +$398 +2 +0.1%
IFPG
1886
Intrepid Financial Planning Group
Indiana
$299K
PWP
1887
Precedent Wealth Partners
Texas
$299K +$65.6K +330 +27%
WCM
1888
Whitener Capital Management
North Carolina
$298K -$9.54K -48 -3%
CWG
1889
Cornerstone Wealth Group
North Carolina
$296K -$13.9K -70 -4%
PWM
1890
Provident Wealth Management
Tennessee
$296K +$1.39K +7 +0.5%
FCM
1891
Fourpath Capital Management
Oklahoma
$296K +$398 +2 +0.1%
WA
1892
WP Advisors
California
$295K +$597 +3 +0.2%
BFG
1893
Bouchey Financial Group
New York
$295K -$8.35K -42 -3%
IIM
1894
Ipswich Investment Management
Massachusetts
$295K
ST
1895
Sageworth Trust
Pennsylvania
$294K -$29.6K -149 -9%
AC
1896
Asio Capital
Kentucky
$294K
AV
1897
Aspiring Ventures
Ohio
$293K
WE
1898
Wealth Effects
Massachusetts
$293K -$92.1K -463 -23%
MAM
1899
MWA Asset Management
Massachusetts
$292K
NWA
1900
New World Advisors
Massachusetts
$292K

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.