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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
FSWA
1976
Financial Synergies Wealth Advisors
Texas
$253K
SC
1977
Schubert & Co
Texas
$252K
AWA
1978
Archvest Wealth Advisors
California
$252K +$19.9K +100 +8%
GIA
1979
GHP Investment Advisors
Colorado
$251K -$25.9K -130 -9%
GCM
1980
G2 Capital Management
Ohio
$251K
AIC
1981
Argus Investors Counsel
New York
$251K +$257K +1,293 New
VIP
1982
Vista Investment Partners
Oklahoma
$251K +$23.5K +118 +10%
CWA
1983
Canvas Wealth Advisors
Kansas
$250K +$270K +1,357 New
GAM
1984
Gould Asset Management
California
$250K +$7.36K +37 +3%
VIA
1985
Victrix Investment Advisors
Florida
$250K +$256K +1,287 New
MCP
1986
Mirador Capital Partners
California
$249K
RMC
1987
Resources Management Corp
Connecticut
$249K
OCM
1988
One Capital Management
California
$249K -$38.6K -194 -13%
MPAM
1989
Murphy Pohlad Asset Management
Minnesota
$247K +$38.8K +195 +18%
SWMG
1990
Stillwater Wealth Management Group
Florida
$246K +$42.6K +214 +20%
NC
1991
Napatree Capital
Rhode Island
$246K +$17.3K +87 +7%
LOPW
1992
Live Oak Private Wealth
North Carolina
$245K +$19.3K +97 +8%
AWM
1993
Altus Wealth Management
Kentucky
$244K +$2.39K +12 +1%
EAM
1994
Empirical Asset Management
Massachusetts
$244K -$1.04M -5,252 -81%
FFB
1995
First Financial Bankshares
Texas
$243K
OFS
1996
Oldfather Financial Services
Nebraska
$243K
SIS
1997
Sound Income Strategies
Florida
$242K +$9.94K +50 +4%
OPA
1998
Old Port Advisors
Maine
$242K -$20.9K -105 -8%
YWS
1999
Yarger Wealth Strategies
Ohio
$241K +$597 +3 +0.2%
ISB
2000
Iowa State Bank
Iowa
$240K -$15.1K -76 -6%

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.