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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

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

Top Buyers

1
Prudential Financial
Prudential Financial
New Jersey
+$462M
2
Wealthfront Advisers
Wealthfront Advisers
California
+$143M
3
UBS AM
UBS AM
Illinois
+$135M
4
HWM
HB Wealth Management
Georgia
+$92.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$87.5M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$556M
2
RPGK
Retirement Planning Group (Kansas)
Kansas
-$110M
3
3AM
3EDGE Asset Management
Florida
-$108M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$102M
5
IAA
Independent Advisor Alliance
North Carolina
-$76.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWA
2151
Valued Wealth Advisors
Utah
$58.3K +$6.02K +31 +12%
CAM
2152
Clarity Asset Management
Iowa
$57.1K +$43.9K +226 +332%
SWC
2153
Spectrum Wealth Counsel
Indiana
$56.9K -$5.23K -27 -8%
JFG
2154
JDM Financial Group
Texas
$56.8K – – –
CSPIA
2155
Cary Street Partners Investment Advisory
Virginia
$56.3K -$194 -1 -0.3%
TTIC
2156
Tower Trust & Investment Company
Iowa
$55K +$55K +288 New
WA
2157
WPG Advisers
Maryland
$54.3K +$194 +1 +0.4%
HCM
2158
Horrell Capital Management
Arkansas
$53.2K – – –
APW
2159
Atlantic Private Wealth
North Carolina
$51.7K +$388 +2 +0.8%
MBFW
2160
Morton Brown Family Wealth
Pennsylvania
$50.8K +$194 +1 +0.4%
CAC
2161
Core Alternative Capital
Georgia
$50.6K – – –
DWA
2162
Dougherty Wealth Advisers
Minnesota
$48.5K – – –
VWM
2163
Valley Wealth Managers
New Jersey
$47.5K – – –
HC
2164
Hara Capital
Washington
$47.3K -$153K -790 -76%
DWM
2165
Dogwood Wealth Management
Kansas
$47.1K – – –
RS
2166
Rakuten Securities
Japan
$45K +$29.9K +154 +197%
CCMI
2167
Creative Capital Management Investments
California
$44.8K – – –
HWM
2168
Horizons Wealth Management
North Carolina
$43.1K – – –
BSB
2169
Bangor Savings Bank
Maine
$42.7K – – –
PC
2170
Promus Capital
Illinois
$42.5K – – –
BHWM
2171
Beaird Harris Wealth Management
Texas
$40.5K – – –
CIAS
2172
CBIZ Investment Advisory Services
Ohio
$40.4K – – –
IWM
2173
Inlight Wealth Management
Georgia
$39.8K +$39.8K +205 New
GTAM
2174
Global Trust Asset Management
Florida
$39K – – –
CMA
2175
Cedar Mountain Advisors
Oregon
$38.9K +$194 +1 +0.5%
85 86
87
88 89