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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
CFGSD
176
Compass Financial Group (South Dakota)
South Dakota
$22M +$472K +2,372 +2%
ASG
177
Ariston Services Group
California
$21.8M
Qube Research & Technologies (QRT)
178
Qube Research & Technologies (QRT)
United Kingdom
$21.7M +$16.7M +84,007 +304%
ACM
179
Aurdan Capital Management
Pennsylvania
$21.3M +$18.7M +93,795 +592%
CCM
180
Coldstream Capital Management
Washington
$21.1M +$77.7K +391 +0.4%
AAS
181
Annex Advisory Services
Wisconsin
$21M -$1.2M -6,056 -5%
JSL
182
JT Stratford LLC
Georgia
$20.9M -$759K -3,818 -3%
Comerica Bank
183
Comerica Bank
Texas
$20.8M -$482K -2,422 -2%
Carson Wealth (CWM LLC)
184
Carson Wealth (CWM LLC)
Nebraska
$20.8M +$537K +2,701 +3%
REMPR
185
Roof Eidam Maycock Peralta (REMP)
California
$20.8M -$1.06M -5,341 -5%
GB
186
Goepper Burkhardt
South Carolina
$20.7M -$409K -2,058 -2%
TWM
187
Tradition Wealth Management
Minnesota
$20.6M +$1.2M +6,039 +6%
NW
188
NewEdge Wealth
Pennsylvania
$20.5M -$6.39M -32,121 -23%
PRI
189
Prepared Retirement Institute
Pennsylvania
$20.5M -$2.51M -12,623 -11%
NF
190
Nikulski Financial
Iowa
$20.5M -$23.7K -119 -0.1%
IAN
191
Integrated Advisors Network
Texas
$20.3M +$1.86M +9,343 +10%
SS
192
SBI Securities
Japan
$20.2M +$54.3K +273 +0.3%
CCM
193
Consolidated Capital Management
California
$20.1M +$382K +1,922 +2%
SC
194
SouthState Corp
Florida
$20.1M +$7.78M +39,139 +61%
WWM
195
Western Wealth Management
Colorado
$20.1M -$335K -1,684 -2%
RWP
196
RWA Wealth Partners
Massachusetts
$19.9M -$527K -2,651 -3%
ABC
197
Associated Banc-Corp
Wisconsin
$19.9M +$722K +3,633 +4%
JFA
198
JNBA Financial Advisors
Minnesota
$19.8M -$3.78M -18,985 -16%
NPT
199
National Philanthropic Trust
Pennsylvania
$19.7M +$18.2M +91,690 +914%
FC
200
Fusion Capital
South Carolina
$19.7M +$347K +1,744 +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.