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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
VWA
2176
Valued Wealth Advisors
Utah
$58.3K +$6.16K +31 +12%
CAM
2177
Clarity Asset Management
Iowa
$57.1K +$44.9K +226 +332%
SWC
2178
Spectrum Wealth Counsel
Indiana
$56.9K -$5.37K -27 -8%
JFG
2179
JDM Financial Group
Texas
$56.8K
CSPIA
2180
Cary Street Partners Investment Advisory
Virginia
$56.3K -$199 -1 -0.3%
TTIC
2181
Tower Trust & Investment Company
Iowa
$55K +$57.3K +288 New
CNBT
2182
Cornerstone National Bank & Trust
Illinois
$54.3K
WA
2183
WPG Advisers
Maryland
$54.3K +$199 +1 +0.4%
HCM
2184
Horrell Capital Management
Arkansas
$53.2K
APW
2185
Atlantic Private Wealth
North Carolina
$51.7K +$398 +2 +0.8%
MBFW
2186
Morton Brown Family Wealth
Pennsylvania
$50.8K +$199 +1 +0.4%
CAC
2187
Core Alternative Capital
Georgia
$50.6K
DWA
2188
Dougherty Wealth Advisers
Minnesota
$48.5K
VWM
2189
Valley Wealth Managers
New Jersey
$47.5K
HC
2190
Hara Capital
Washington
$47.3K -$157K -790 -76%
DWM
2191
Dogwood Wealth Management
Kansas
$47.1K
RS
2192
Rakuten Securities
Japan
$45K +$30.6K +154 +197%
CCMI
2193
Creative Capital Management Investments
California
$44.8K
HWM
2194
Horizons Wealth Management
North Carolina
$43.1K
BSB
2195
Bangor Savings Bank
Maine
$42.7K
PC
2196
Promus Capital
Illinois
$42.5K
BHWM
2197
Beaird Harris Wealth Management
Texas
$40.5K
CIAS
2198
CBIZ Investment Advisory Services
Ohio
$40.4K
IWM
2199
Inlight Wealth Management
Georgia
$39.8K +$40.8K +205 New
GTAM
2200
Global Trust Asset Management
Florida
$39K

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.