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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
ZIM
1926
Zacks Investment Management
Illinois
$280K -$413K -2,079 -59%
WCM
1927
Windsor Capital Management
Arizona
$280K +$25.1K +126 +10%
KIG
1928
Kennedy Investment Group
New Jersey
$279K +$287K +1,441 New
GHA
1929
Granite Harbor Advisors
Texas
$279K +$1.39K +7 +0.5%
SHWM
1930
Smith & Howard Wealth Management
Georgia
$277K +$8.75K +44 +3%
MSG
1931
Main Street Group
Virginia
$277K +$1.59K +8 +0.6%
GG
1932
Gleason Group
Kentucky
$276K +$1.19K +6 +0.4%
MCM
1933
MV Capital Management
Maryland
$275K
BGAI
1934
Bruce G. Allen Investments
Colorado
$275K -$1.99K -10 -0.7%
PFA
1935
Petra Financial Advisors
Colorado
$274K
NSG
1936
Nalls Sherbakoff Group
Tennessee
$274K +$281K +1,411 New
IAS
1937
Insigneo Advisory Services
Florida
$274K -$26.4K -133 -9%
OAS
1938
Optivise Advisory Services
Tennessee
$274K -$50.7K -255 -15%
OC
1939
Oakworth Capital
Alabama
$273K
CCA
1940
Checchi Capital Advisers
California
$273K
DWMS
1941
Dominguez Wealth Management Solutions
Virginia
$273K +$15.9K +80 +6%
WFP
1942
Wrenne Financial Planning
Kentucky
$273K
TH
1943
Team Hewins
California
$272K -$280K -1,409 -50%
EC
1944
Enhancing Capital
Pennsylvania
$272K
FAT
1945
First American Trust
California
$271K +$36.2K +182 +15%
HR
1946
Howe & Rusling
New York
$270K +$277K +1,394 New
GG
1947
Greenwood Gearhart
Arkansas
$270K -$202K -1,018 -42%
CMMS
1948
Comprehensive Money Management Services
Florida
$270K
AIA
1949
Alternative Investment Advisors
Florida
$269K -$2.58K -13 -0.9%
PAS
1950
PKS Advisory Services
New York
$269K +$25.3K +127 +10%

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.