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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
SFSG
2351
Sound Financial Strategies Group
Mississippi
-$212K -1,081 Closed
LA
2352
LVW Advisors
New York
-$208K -1,061 Closed
CTA
2353
Chesley Taft & Associates
Illinois
-$207K -1,055 Closed
GRA
2354
Golden Road Advisors
Florida
-$205K -1,046 Closed
AMIM
2355
Aull & Monroe Investment Management
Alabama
-$202K -1,030 Closed
VBFP
2356
Valtinson Bruner Financial Planning
Minnesota
-$202K -1,030 Closed
AC
2357
Arjuna Capital
North Carolina
-$201K -1,028 Closed
WWP
2358
Waypoint Wealth Partners
California
-$201K -1,028 Closed
RWM
2359
Riverbend Wealth Management
South Carolina
-$200K -1,020 Closed
BWL
2360
Beacon Wealthcare LLC
North Carolina
-$179K -915 Closed
SC
2361
Stance Capital
Massachusetts
-$167K -853 Closed
PCWA
2362
Pacific Capital Wealth Advisors
California
-$160K -815 Closed
MCM
2363
Mainstream Capital Management
California
-$85.2K -435 Closed
CP
2364
Castleview Partners
Texas
-$67.4K -346 Closed
NWWA
2365
New Wave Wealth Advisors
Arkansas
-$63.6K -325 Closed
CI
2366
Cordant Inc
Oregon
-$62.9K -321 Closed
OC
2367
Oarsman Capital
Wisconsin
-$56.6K -289 Closed
DP
2368
Denver PWM
Colorado
-$52.1K -266 Closed
RWS
2369
Retirement Wealth Solutions
Wisconsin
-$48.4K -251 Closed
PPC
2370
Park Place Capital
Alabama
-$34.3K -175 Closed
FIA
2371
FPC Investment Advisory
California
-$34.8K -172 Closed
PFT
2372
Providence First Trust
Arizona
-$33.3K -170 Closed
RCM
2373
Raleigh Capital Management
North Carolina
-$31.3K -160 Closed
EBA
2374
Eagle Bay Advisors
New York
-$27.4K -140 Closed
FA
2375
Fedenia Advisers
Wisconsin
-$23.7K -121 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.