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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
FC
201
Family CFO
California
$19.7M +$460K +2,311 +2%
OIA
202
OneDigital Investment Advisors
Kansas
$19.7M -$587K -2,952 -3%
SWP
203
Stratos Wealth Partners
Ohio
$19.5M -$519K -2,609 -3%
JGIA
204
Jackson Grant Investment Advisers
Connecticut
$19.2M -$270K -1,358 -1%
FM
205
Family Management
New York
$19.1M -$556K -2,797 -3%
FFN
206
Focus Financial Network
Minnesota
$19M +$154K +776 +0.8%
LA
207
LM Advisors
California
$18.8M +$628K +3,156 +3%
CWA
208
Clarity Wealth Advisors
California
$18.6M +$534K +2,687 +3%
RBC
209
Romano Brothers & Co
Illinois
$18.6M +$528K +2,653 +3%
National Bank of Canada
210
National Bank of Canada
Quebec, Canada
$18.5M -$2.57M -12,949 -12%
DW30
211
Drucker Wealth 3.0
New Jersey
$18.5M +$6.8M +34,186 +56%
SCA
212
Snowden Capital Advisors
New York
$18.5M +$135K +679 +0.7%
CW
213
CreativeOne Wealth
Kansas
$18.4M +$65.6K +330 +0.3%
IA
214
IFP Advisors
Florida
$18.3M +$8.24M +41,414 +78%
MWM
215
Mittelman Wealth Management
Massachusetts
$18.2M +$958K +4,818 +5%
CWM
216
Cornerstone Wealth Management
Missouri
$18.2M -$109K -549 -0.6%
AA
217
Addison Advisors
Vermont
$18.2M -$65K -327 -0.3%
JWBC
218
J.W. Burns & Co
New York
$17.9M +$854K +4,297 +5%
BIAS
219
Beacon Investment Advisory Services
New Jersey
$17.9M +$979K +4,922 +6%
MC
220
McCarthy & Cox
Ohio
$17.8M -$929K -4,673 -5%
CIC
221
Carnegie Investment Counsel
Ohio
$17.8M +$370K +1,863 +2%
SVWAG
222
Sound View Wealth Advisors Group
Georgia
$17.8M -$288K -1,448 -2%
SFG
223
Snider Financial Group
Washington
$17.5M -$76K -382 -0.4%
AP
224
Americana Partners
Texas
$17.5M +$447K +2,248 +3%
CFA
225
Cahill Financial Advisors
Minnesota
$17.5M -$406K -2,042 -2%

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.