VIG icon

Vanguard Dividend Appreciation ETF

2,249 hedge funds and large institutions have $42.5B invested in Vanguard Dividend Appreciation ETF in 2025 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 804 increasing their positions, 801 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,249
Holders Change
-8
Holders Change %
-0.35%
% of All Funds
30.19%
Holding in Top 10
243
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-6.9%
% of All Funds
3.26%
New
123
Increased
804
Reduced
801
Closed
79
Calls
$99.7M
Puts
$22.5M
Net Calls
+$77.2M
Net Calls Change
-$23.6M
Name Holding Trade Value Shares
Change
Shares
Change %
MOS
301
MGO One Seven
Ohio
$13.5M +$133K +651 +1%
PWM
302
Perigon Wealth Management
California
$13.4M +$156K +762 +1%
PIMG
303
Patriot Investment Management Group
Tennessee
$13.3M -$136K -664 -1%
IIA
304
Integral Investment Advisors
California
$13.3M -$78.6K -384 -0.6%
ONB
305
Old National Bancorp
Indiana
$13.3M -$892K -4,359 -6%
CCB
306
Country Club Bank
Missouri
$13.3M -$437K -2,143 -3%
OC
307
Oppenheimer & Co
New York
$13.2M +$734K +3,587 +6%
OHIS
308
Oak Harvest Investment Services
Texas
$13.2M -$313K -1,530 -2%
PCMN
309
Paradigm Capital Management (Nevada)
Nevada
$13.1M -$690K -3,369 -5%
JWA
310
JFS Wealth Advisors
Pennsylvania
$13.1M -$208K -1,017 -2%
SEIA
311
Signature Estate & Investment Advisors
California
$13M -$112K -548 -0.9%
WT
312
Washington Trust
Rhode Island
$12.9M +$826K +4,034 +7%
MWA
313
Meridian Wealth Advisors
Texas
$12.9M +$152K +742 +1%
FLPIM
314
F.L. Putnam Investment Management
Massachusetts
$12.9M +$439K +2,147 +4%
TF
315
Trek Financial
Arizona
$12.8M +$1.13M +5,519 +10%
MGIA
316
Moneta Group Investment Advisors
Missouri
$12.8M +$35.8K +175 +0.3%
MMA
317
Miracle Mile Advisors
California
$12.8M -$1.04M -5,059 -8%
SFC
318
Strategic Financial Concepts
Texas
$12.7M -$84.7K -414 -0.7%
AC
319
Apella Capital
Connecticut
$12.5M -$310K -1,501 -2%
LIM
320
Leavell Investment Management
Alabama
$12.5M -$107K -519 -0.8%
EWM
321
Evergreen Wealth Management
Michigan
$12.5M -$160K -780 -1%
MAG
322
M3 Advisory Group
Massachusetts
$12.5M +$228K +1,115 +2%
ACM
323
Allred Capital Management
Texas
$12.5M +$299K +1,459 +2%
EFS
324
Essex Financial Services
Connecticut
$12.5M +$657K +3,208 +6%
TCA
325
Transcend Capital Advisors
New Jersey
$12.5M -$452K -2,207 -4%