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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
AWM
2001
AllSquare Wealth Management
New York
$240K
BPFA
2002
Barnes Pettey Financial Advisors
Mississippi
$240K -$2.78K -14 -1%
RI
2003
Rinkey Investments
California
$239K
KFC
2004
Klingenstein Fields & Co
New York
$238K -$1.99K -10 -0.8%
WFS
2005
Weitzel Financial Services
Iowa
$238K
BTWM
2006
Baker Tilly Wealth Management
Wisconsin
$238K -$2.38M -11,962 -91%
AWM
2007
Abound Wealth Management
Tennessee
$238K
ZIG
2008
Zullo Investment Group
Pennsylvania
$238K
FTC
2009
Farmers Trust Company
Ohio
$237K
CSA
2010
Cottage Street Advisors
Massachusetts
$237K +$597 +3 +0.2%
ACM
2011
Accent Capital Management
Ohio
$237K +$199K +1,000 +455%
AWM
2012
Able Wealth Management
New Jersey
$235K +$11.9K +60 +5%
IP
2013
Isthmus Partners
Wisconsin
$235K
TW
2014
Transform Wealth
Colorado
$234K
TNA
2015
True North Advisors
Texas
$234K +$6.16K +31 +3%
KCP
2016
Kera Capital Partners
California
$234K
RWMG
2017
Redwood Wealth Management Group
New Jersey
$234K
RWS
2018
Resolute Wealth Strategies
Mississippi
$233K +$1.19K +6 +0.5%
CFS
2019
Commonwealth Financial Services
West Virginia
$233K
AT
2020
Avalon Trust
New Mexico
$233K +$179K +900 +300%
FCG
2021
Financial Connections Group
California
$231K -$398 -2 -0.2%
POIA
2022
Pin Oak Investment Advisors
Texas
$231K
FF
2023
Francis Financial
$231K
RB
2024
Rodgers Brothers
Pennsylvania
$231K
BHWA
2025
Beacon Harbor Wealth Advisors
Virginia
$230K

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.