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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
BP
1901
BBR Partners
New York
$291K
OFG
1902
Omega Financial Group
California
$291K
FPCP
1903
Fort Point Capital Partners
California
$291K
PPC
1904
Pennington Partners & Co
Maryland
$291K
FFA
1905
Fragasso Financial Advisors
Pennsylvania
$290K -$20.5K -103 -6%
KWM
1906
Keebeck Wealth Management
Illinois
$290K
ATC
1907
Adirondack Trust Company
New York
$290K -$1.39K -7 -0.5%
GF
1908
GGM Financials
Ohio
$289K +$597 +3 +0.2%
WWM
1909
Woodside Wealth Management
Massachusetts
$287K +$294K +1,481 New
MCM
1910
Mattern Capital Management
Colorado
$287K -$15.5K -78 -5%
BAM
1911
Bosun Asset Management
Illinois
$285K
OPTFSNA
1912
Old Point Trust & Financial Services N A
Virginia
$285K
HI
1913
Hendershot Investments
Virginia
$284K
AP
1914
Adero Partners
California
$283K +$994 +5 +0.3%
JSW
1915
Journey Strategic Wealth
New Jersey
$283K -$34.4K -173 -11%
FA
1916
Fiducient Advisors
Illinois
$283K +$290K +1,459 New
MPWS
1917
McCarter Private Wealth Services
Massachusetts
$283K +$290K +1,459 New
SEM
1918
Suncoast Equity Management
Florida
$282K +$2.98K +15 +1%
CCA
1919
Clarity Capital Advisors
Florida
$282K
ST
1920
Sentinel Trust
Texas
$282K
TCB
1921
Texas Capital Bancshares
Texas
$282K
NRC
1922
New Republic Capital
North Carolina
$282K +$24.5K +123 +9%
MG
1923
McHugh Group
Ohio
$281K
RIS
1924
Retirement Income Solutions
Michigan
$281K
GIM
1925
Goelzer Investment Management
Indiana
$280K

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.