We are live on ! Find out more
VIG icon

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
PWP
2051
Prasad Wealth Partners
Ohio
$222K -$29.2K -147 -11%
OW
2052
Olistico Wealth
Oklahoma
$221K -$33K -166 -13%
FCCM
2053
First City Capital Management
Georgia
$221K -$10.9K -55 -5%
XPN
2054
XY Planning Network
Montana
$221K -$704K -3,540 -76%
TLFA
2055
True Link Financial Advisors
California
$221K -$32.2K -162 -12%
SIM
2056
Stratos Investment Management
Ohio
$220K -$29.8K -150 -12%
MWPCG
2057
Measured Wealth Private Client Group
New Hampshire
$219K -$138K -695 -38%
ES
2058
ETF Store
Kansas
$219K +$398 +2 +0.2%
KIM
2059
Kestra Investment Management
Texas
$218K +$224K +1,126 New
SCP
2060
Silverleafe Capital Partners
Tennessee
$218K +$224K +1,126 New
CBB
2061
Citizens Business Bank
California
$218K -$316K -1,587 -59%
LFA
2062
Level Financial Advisors
New York
$217K +$222K +1,118 New
UWP
2063
Uniting Wealth Partners
Kansas
$217K +$222K +1,117 New
MSF
2064
Mustard Seed Financial
Arkansas
$216K +$398 +2 +0.2%
WCM
2065
Wealthcare Capital Management
Virginia
$216K +$221K +1,111 New
FWA
2066
FSM Wealth Advisors
Ohio
$214K +$219K +1,103 New
VFG
2067
V2 Financial group
Illinois
$213K
WC
2068
Waterloo Capital
Texas
$213K +$219K +1,100 New
LDB
2069
Lee, Danner & Bass
Tennessee
$212K
SWM
2070
SK Wealth Management
Rhode Island
$212K +$994 +5 +0.4%
TCM
2071
Triumph Capital Management
Colorado
$212K +$217K +1,093 New
CI
2072
CX Institutional
Indiana
$212K +$218K +1,094 New
ANB
2073
Amarillo National Bank
Texas
$211K
FA
2074
Fountainhead AM
New Jersey
$211K +$8.15K +41 +4%
FFG
2075
First Financial Group
North Carolina
$210K

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.