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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
SFB
2026
STAR Financial Bank
Indiana
$230K -$3.98K -20 -2%
BTWM
2027
Brass Tax Wealth Management
Ohio
$230K
WG
2028
Watchman Group
Texas
$229K -$76.2K -383 -24%
BL
2029
Balentine LLC
Georgia
$229K
PP
2030
Pacifica Partners
Canada
$229K +$28.8K +145 +13%
GSEP
2031
Golden State Equity Partners
California
$229K +$8.75K +44 +4%
LJAC
2032
L.J. Altfest & Co
New York
$228K +$1.19K +6 +0.5%
AWM
2033
Accurate Wealth Management
Florida
$228K +$26.6K +134 +12%
NLP
2034
Next Level Private
New York
$227K +$994 +5 +0.4%
CRI
2035
Colonial River Investments
Virginia
$227K -$15.7K -79 -6%
KWMG
2036
King Wealth Management Group
Florida
$227K
BCG
2037
Bravias Capital Group
New Jersey
$227K +$2.58K +13 +1%
MCM
2038
Marathon Capital Management
Maryland
$227K
VW
2039
Vance Wealth
California
$227K
PEA
2040
Park Edge Advisors
Ohio
$226K +$795 +4 +0.3%
TSWM
2041
Triangle Securities Wealth Management
North Carolina
$225K -$33K -166 -13%
WIM
2042
Waverton Investment Management
United Kingdom
$225K
AFA
2043
Alpha Financial Advisors
North Carolina
$225K
GFG
2044
Goldstone Financial Group
Illinois
$224K +$230K +1,157 New
MWA
2045
Midland Wealth Advisors
Illinois
$224K -$47.5K -239 -17%
EWM
2046
Elevatus Welath Management
New York
$224K
NRG
2047
Nemes Rush Group
Michigan
$223K +$199 +1 +0.1%
ST
2048
Spinnaker Trust
Maine
$223K -$14.5K -73 -6%
AA
2049
AF Advisors
California
$223K
B
2050
BetterWealth
California
$223K

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.