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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
CWP
2076
Core Wealth Partners
California
$210K
SWM
2077
Stark Wealth Management
Pennsylvania
$210K
OWA
2078
One Wealth Advisors
California
$209K -$3.98K -20 -2%
CCMG
2079
Clark Capital Management Group
Pennsylvania
$208K -$175K -881 -45%
RDWM
2080
Red Door Wealth Management
Tennessee
$207K
LFP
2081
Lakeshore Financial Planning
Michigan
$207K +$212K +1,067 New
CCA
2082
Clearwater Capital Advisors
Illinois
$206K
OWA
2083
ORBA Wealth Advisors
Illinois
$205K
FWP
2084
Firethorn Wealth Partners
Georgia
$205K +$6.16K +31 +3%
FSC
2085
Full Sail Capital
Oklahoma
$204K
GIA
2086
Guyasuta Investment Advisors
Pennsylvania
$204K +$209K +1,053 New
GGI
2087
Godsey & Gibb Inc
Virginia
$204K +$12.1K +61 +6%
SAM
2088
Silvercrest Asset Management
New York
$204K
VFG
2089
Victory Financial Group
Texas
$203K -$6.96K -35 -3%
UFA
2090
US Financial Advisors
Massachusetts
$203K
AI
2091
ArchPoint Investors
Florida
$202K
VPF
2092
Vantage Point Financial
Illinois
$202K
MWM
2093
Maltin Wealth Management
New Jersey
$202K +$994 +5 +0.5%
OWP
2094
Obermeyer Wealth Partners
Colorado
$202K -$4.18K -21 -2%
HWP
2095
Hibernia Wealth Partners
Louisiana
$202K
KG
2096
Kieckhefer Group
Wisconsin
$201K +$27K +136 +15%
MAM
2097
Marotta Asset Management
Virginia
$200K +$201K +1,012 New
W
2098
WPWealth
Texas
$200K -$4.18K -21 -2%
HIG
2099
Heritage Investment Group
Florida
$200K
PGAM
2100
Princeton Global Asset Management
New Jersey
$200K -$597 -3 -0.3%

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.