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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

2,257 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, 927 increasing their positions, 854 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,257
Holders Change
-34
Holders Change %
-1.48%
% of All Funds
30.67%
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
927
Reduced
854
Closed
96
Calls
$126M
Puts
$25.1M
Net Calls
+$101M
Net Calls Change
+$21.1M

Top Buyers

1
Prudential Financial
Prudential Financial
New Jersey
$773M
2
Wealthfront Advisers
Wealthfront Advisers
California
$1.47B
3
UBS AM
UBS AM
Illinois
$135M
4
HWM
HB Wealth Management
Georgia
$1.03B
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.97B

Top Sellers

1
Bank of America
Bank of America
North Carolina
$4.24B
2
RPGK
Retirement Planning Group (Kansas)
Kansas
$35.3M
3
3AM
3EDGE Asset Management
Florida
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$617M
5
IAA
Independent Advisor Alliance
North Carolina
$504K
Name Holding Trade Value Shares
Change 		Shares
Change %
JGIA
201
Jackson Grant Investment Advisers
Connecticut
$19.2M -$263K -1,358 -1%
FM
202
Family Management
New York
$19.1M -$543K -2,797 -3%
FFN
203
Focus Financial Network
Minnesota
$19M +$151K +776 +0.8%
LA
204
LM Advisors
California
$18.8M +$612K +3,156 +3%
CWA
205
Clarity Wealth Advisors
California
$18.6M +$521K +2,687 +3%
RBC
206
Romano Brothers & Co
Illinois
$18.6M +$515K +2,653 +3%
National Bank of Canada
207
National Bank of Canada
Quebec, Canada
$18.5M -$2.51M -12,949 -12%
DW30
208
Drucker Wealth 3.0
New Jersey
$18.5M +$6.63M +34,186 +56%
SCA
209
Snowden Capital Advisors
New York
$18.5M +$132K +679 +0.7%
CW
210
CreativeOne Wealth
Kansas
$18.4M +$64K +330 +0.3%
IA
211
IFP Advisors
Florida
$18.3M +$8.04M +41,414 +78%
MWM
212
Mittelman Wealth Management
Massachusetts
$18.2M +$935K +4,818 +5%
CWM
213
Cornerstone Wealth Management
Missouri
$18.2M -$107K -549 -0.6%
AA
214
Addison Advisors
Vermont
$18.2M -$63.4K -327 -0.3%
JWBC
215
J.W. Burns & Co
New York
$17.9M +$834K +4,297 +5%
BIAS
216
Beacon Investment Advisory Services
New Jersey
$17.9M +$955K +4,922 +6%
MC
217
McCarthy & Cox
Ohio
$17.8M -$907K -4,673 -5%
CIC
218
Carnegie Investment Counsel
Ohio
$17.8M +$327K +1,863 +2%
SVWAG
219
Sound View Wealth Advisors Group
Georgia
$17.8M -$281K -1,448 -2%
SFG
220
Snider Financial Group
Washington
$17.5M -$74.1K -382 -0.4%
AP
221
Americana Partners
Texas
$17.5M +$436K +2,248 +3%
CFA
222
Cahill Financial Advisors
Minnesota
$17.5M -$396K -2,042 -2%
VVP
223
Venture Visionary Partners
Ohio
$17.4M +$1.8M +9,274 +12%
ARC
224
Advisor Resource Council
Texas
$17.3M +$17.3M +97,330 New
TWP
225
Tyche Wealth Partners
Texas
$17.3M +$5.41M +27,893 +45%
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