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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
DRP
2251
Decker Retirement Planning
Utah
$11.3K -$58.3K -293 -83%
FMTCOCP
2252
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$11K
FGAM
2253
Financial Gravity Asset Management
Texas
$10.7K +$10.9K +55 New
SHIM
2254
Stone House Investment Management
Pennsylvania
$10.5K +$10.7K +54 New
PS
2255
Pinney & Scofield
Massachusetts
$10K +$199 +1 +2%
AGWCA
2256
Annis Gardner Whiting Capital Advisors
Florida
$8.92K
FNWA
2257
Financial Network Wealth Advisors
Utah
$8.73K -$86.9K -437 -91%
PS
2258
PayPay Securities
Japan
$8.04K -$1.99K -10 -20%
LWMI
2259
Legacy Wealth Management (Idaho)
Idaho
$7.95K
BTD
2260
BankPlus Trust Department
Mississippi
$7.76K
WOC
2261
West Oak Capital
California
$5.87K -$19.9K -100 -3%
BTC
2262
Bank & Trust Company
Illinois
$5.82K
PSFG
2263
Park Square Financial Group
Georgia
$5.82K
TFM
2264
TFC Financial Management
Massachusetts
$5.82K
PMIM
2265
Prudent Man Investment Management
Colorado
$4.31K
CAIM
2266
Catherine Avery Investment Management
Florida
$3.3K
OWP
2267
ORG Wealth Partners
Texas
$3.11K +$3.18K +16 New
PWS
2268
Peterson Wealth Services
Utah
$2.91K
AWM
2269
Activest Wealth Management
Florida
$2.83K
QC
2270
Quent Capital
New York
$2.72K
BWM
2271
Bernard Wealth Management
Michigan
$2.52K
LFA
2272
LGT Financial Advisors
Texas
$1.94K
TRCT
2273
Tower Research Capital (TRC)
New York
$1.75K -$61.8K -311 -97%
KHC
2274
Koesten Hirschmann & Crabtree
Kansas
$1.75K
MAFA
2275
MJT & Associates Financial Advisory
Minnesota
$1.55K +$1.59K +8 New

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.