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Vanguard Dividend Appreciation ETF

2,294 hedge funds and large institutions have $42.5B invested in Vanguard Dividend Appreciation ETF in 2025 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 821 increasing their positions, 808 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more call options, than puts

Call options by funds: $99.7M | Put options by funds: $22.5M

55% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 82

7% more capital invested

Capital invested by funds: $39.6B → $42.5B (+$2.88B)

2% more repeat investments, than reductions

Existing positions increased: 821 | Existing positions reduced: 808

0% more funds holding

Funds holding: 2,2862,294 (+8)

0.27% more ownership

Funds ownership: 45.9%46.17% (+0.27%)

6% less funds holding in top 10

Funds holding in top 10: 262245 (-17)

Holders
2,294
Holders Change
+8
Holders Change %
+0.35%
% of All Funds
30.2%
Holding in Top 10
245
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-6.49%
% of All Funds
3.23%
New
127
Increased
821
Reduced
808
Closed
82
Calls
$99.7M
Puts
$22.5M
Net Calls
+$77.2M
Net Calls Change
-$23.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
301
Circle Wealth Management
New Jersey
$13.8M
GRP
302
Global Retirement Partners
California
$13.6M +$12.9M +66,608 New
PWW
303
Pettyjohn Wood & White
Virginia
$13.6M -$76.6K -395 -0.6%
MFG
304
Mosaic Financial Group
Illinois
$13.5M
WT
305
Whittier Trust
California
$13.5M -$240K -1,238 -2%
MOS
306
MGO One Seven
Ohio
$13.5M +$126K +651 +1%
PWM
307
Perigon Wealth Management
California
$13.4M +$148K +762 +1%
PIMG
308
Patriot Investment Management Group
Tennessee
$13.3M -$129K -664 -1%
IIA
309
Integral Investment Advisors
California
$13.3M -$74.4K -384 -0.6%
ONB
310
Old National Bancorp
Indiana
$13.3M -$845K -4,359 -6%
CCB
311
Country Club Bank
Missouri
$13.3M -$415K -2,143 -3%
NAS
312
NWF Advisory Services
California
$13.3M +$275K +1,421 +2%
OC
313
Oppenheimer & Co
New York
$13.2M +$695K +3,587 +6%
OHIS
314
Oak Harvest Investment Services
Texas
$13.2M -$297K -1,530 -2%
PCMN
315
Paradigm Capital Management (Nevada)
Nevada
$13.1M -$653K -3,369 -5%
JWA
316
JFS Wealth Advisors
Pennsylvania
$13.1M -$197K -1,017 -2%
SEIA
317
Signature Estate & Investment Advisors
California
$13M -$106K -548 -0.9%
WT
318
Washington Trust
Rhode Island
$12.9M +$782K +4,034 +7%
MWA
319
Meridian Wealth Advisors
Texas
$12.9M +$144K +742 +1%
FLPIM
320
F.L. Putnam Investment Management
Massachusetts
$12.9M +$416K +2,147 +4%
TF
321
Trek Financial
Arizona
$12.8M +$1.07M +5,519 +10%
MGIA
322
Moneta Group Investment Advisors
Missouri
$12.8M +$33.9K +175 +0.3%
MMA
323
Miracle Mile Advisors
California
$12.8M -$981K -5,059 -8%
SFC
324
Strategic Financial Concepts
Texas
$12.7M -$80.2K -414 -0.7%
AC
325
Apella Capital
Connecticut
$12.5M -$291K -1,501 -2%

VIG Hedge Fund Activity: Q2 2025 in Review

2,294 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q2 2025, worth a combined $42.5B — up 7.3% from $39.6B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new VIG positions and 82 closed out — a net gain of 45 holders — while 821 added to existing stakes and 808 trimmed.

The largest buyer was Wealthfront Advisers, adding an estimated $288M. The largest seller was UBS AM, exiting entirely with an estimated $135M sold.

  • 2,294 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q2 2025, up from 2,286 in Q1 2025.
  • Funds reported $42.5B of Vanguard Dividend Appreciation ETF stock for Q2 2025, up 7.3% quarter-over-quarter.
  • 127 funds opened new Vanguard Dividend Appreciation ETF positions in Q2 2025 and 82 closed out, a net change of +45 holders.
  • The largest Vanguard Dividend Appreciation ETF buyer in Q2 2025 was Wealthfront Advisers, an estimated $288M added.
  • The largest Vanguard Dividend Appreciation ETF seller in Q2 2025 was UBS AM, an estimated $135M sold.

Based on aggregated 13F filings for Q2 2025.