VIG icon

Vanguard Dividend Appreciation ETF

2,259 hedge funds and large institutions have $39.4B invested in Vanguard Dividend Appreciation ETF in 2025 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 928 increasing their positions, 855 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,259
Holders Change
-34
Holders Change %
-1.48%
% of All Funds
30.68%
Holding in Top 10
261
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-5.78%
% of All Funds
3.55%
New
117
Increased
928
Reduced
855
Closed
96
Calls
$126M
Puts
$25.1M
Net Calls
+$101M
Net Calls Change
+$21.1M
Name Holding Trade Value Shares
Change
Shares
Change %
CI
2051
CX Institutional
Indiana
$212K +$212K +1,094 New
ANB
2052
Amarillo National Bank
Texas
$211K
FA
2053
Fountainhead AM
New Jersey
$211K +$7.95K +41 +4%
FFG
2054
First Financial Group
North Carolina
$210K
CWP
2055
Core Wealth Partners
California
$210K
OWA
2056
One Wealth Advisors
California
$209K -$3.88K -20 -2%
CCMG
2057
Clark Capital Management Group
Pennsylvania
$208K -$171K -881 -45%
RDWM
2058
Red Door Wealth Management
Tennessee
$207K
LFP
2059
Lakeshore Financial Planning
Michigan
$207K +$207K +1,067 New
CCA
2060
Clearwater Capital Advisors
Illinois
$206K
OWA
2061
ORBA Wealth Advisors
Illinois
$205K
FWP
2062
Firethorn Wealth Partners
Georgia
$205K +$6.01K +31 +3%
FSC
2063
Full Sail Capital
Oklahoma
$204K
GIA
2064
Guyasuta Investment Advisors
Pennsylvania
$204K +$204K +1,053 New
GGI
2065
Godsey & Gibb Inc
Virginia
$204K +$11.8K +61 +6%
SAM
2066
Silvercrest Asset Management
New York
$204K
VFG
2067
Victory Financial Group
Texas
$203K -$6.79K -35 -3%
UFA
2068
US Financial Advisors
Massachusetts
$203K
AI
2069
ArchPoint Investors
Florida
$202K
VPF
2070
Vantage Point Financial
Illinois
$202K
MWM
2071
Maltin Wealth Management
New Jersey
$202K +$970 +5 +0.5%
OWP
2072
Obermeyer Wealth Partners
Colorado
$202K -$4.07K -21 -2%
HWP
2073
Hibernia Wealth Partners
Louisiana
$202K
KG
2074
Kieckhefer Group
Wisconsin
$201K +$26.4K +136 +15%
MAM
2075
Marotta Asset Management
Virginia
$200K +$200K +1,012 New