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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
GS
2301
GTS Securities
New York
-$1.45M -7,401 Closed
TSS
2302
Two Sigma Securities
New York
-$1.41M -7,180 Closed
TPWA
2303
TRUE Private Wealth Advisors
Oregon
-$1.2M -6,129 Closed
BFWA
2304
Benchmark Financial Wealth Advisors
Florida
-$960K -4,901 Closed
NWMG
2305
Nicholson Wealth Management Group
South Carolina
-$873K -4,456 Closed
CP
2306
Coho Partners
Pennsylvania
-$853K -4,356 Closed
BPWM
2307
Black Point Wealth Management
Florida
-$759K -3,877 Closed
LTAS
2308
Linden Thomas Advisory Services
North Carolina
-$706K -3,606 Closed
NG
2309
Norden Group
Utah
-$699K -3,569 Closed
BIP
2310
Blueprint Investment Partners
North Carolina
-$696K -3,553 Closed
LWM
2311
Laidlaw Wealth Management
New York
-$633K -3,231 Closed
HIF
2312
Hill Island Financial
Michigan
-$624K -3,188 Closed
JSAM
2313
J. Safra Asset Management
New York
-$570K -2,910 Closed
DAS
2314
Diversify Advisory Services
Utah
-$559K -2,898 Closed
CIM
2315
Cambria Investment Management
California
-$564K -2,879 Closed
IWA
2316
IBEX Wealth Advisors
New Jersey
-$552K -2,820 Closed
CWP
2317
Curated Wealth Partners
California
-$519K -2,650 Closed
AWA
2318
Aaron Wealth Advisors
Illinois
-$488K -2,492 Closed
RA
2319
Ransom Advisory
Rhode Island
-$463K -2,365 Closed
LWM
2320
Liberty Wealth Management
California
-$424K -2,164 Closed
AT
2321
American Trust
Kentucky
-$420K -2,147 Closed
BMM
2322
Buffington Mohr McNeal
Idaho
-$415K -2,117 Closed
GWM
2323
Gibbs Wealth Management
Georgia
-$368K -1,879 Closed
APC
2324
Asset Planning Corporation
Tennessee
-$350K -1,788 Closed
MFG
2325
Mendota Financial Group
Wisconsin
-$329K -1,678 Closed

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.