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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
Bank of America
1
Bank of America
North Carolina
$4.24B -$570M -2,868,467 -12%
Morgan Stanley
2
Morgan Stanley
New York
$2.43B +$21.2M +106,549 +0.9%
Wells Fargo
3
Wells Fargo
California
$2.06B +$19.4M +97,778 +0.9%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.97B +$89.7M +451,169 +5%
Wealthfront Advisers
5
Wealthfront Advisers
California
$1.47B +$147M +738,441 +11%
UBS Group
6
UBS Group
Switzerland
$1.28B +$8.46M +42,553 +0.6%
LPL Financial
7
LPL Financial
California
$1.22B +$53.5M +269,131 +4%
Raymond James Financial
8
Raymond James Financial
Florida
$1.03B +$19.8M +99,758 +2%
HWM
9
HB Wealth Management
Georgia
$1.03B +$95.5M +480,314 +10%
Prudential Financial
10
Prudential Financial
New Jersey
$773M +$473M +2,380,422 +148%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$725M +$8.39M +42,185 +1%
JP Morgan Chase
12
JP Morgan Chase
New York
$617M -$105M -525,921 -14%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$586M +$28.6M +144,010 +5%
Ameriprise
14
Ameriprise
Minnesota
$486M +$15.6M +78,241 +3%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$448M +$6.93M +34,876 +2%
HighTower Advisors
16
HighTower Advisors
Illinois
$426M +$750K +3,771 +0.2%
S
17
SignatureFD
Georgia
$381M +$11.3M +56,760 +3%
MWM
18
Modera Wealth Management
New Jersey
$287M +$17.1M +86,017 +6%
Osaic Holdings
19
Osaic Holdings
Arizona
$281M +$3.17M +15,920 +1%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$281M -$11.8M -59,317 -4%
Mariner
21
Mariner
Kansas
$277M -$487K -2,451 -0.2%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$274M +$32M +160,813 +13%
JIC
23
Joel Isaacson & Co
New York
$241M +$7.95M +39,988 +3%
HCM
24
Howard Capital Management
Georgia
$234M -$14.5K -73 -0%
TPI
25
Trust Point Inc
Wisconsin
$229M -$27.7M -139,075 -11%

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.