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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
LIM
326
Leavell Investment Management
Alabama
$12.5M -$101K -519 -0.8%
EWM
327
Evergreen Wealth Management
Michigan
$12.5M -$151K -780 -1%
MAG
328
M3 Advisory Group
Massachusetts
$12.5M +$216K +1,115 +2%
ACM
329
Allred Capital Management
Texas
$12.5M +$283K +1,459 +2%
EFS
330
Essex Financial Services
Connecticut
$12.5M +$622K +3,208 +6%
TCA
331
Transcend Capital Advisors
New Jersey
$12.5M -$428K -2,207 -4%
CCG
332
Chatham Capital Group
Georgia
$12.4M -$340K -1,754 -3%
BMCM
333
Bryn Mawr Capital Management
Pennsylvania
$12.4M -$174K -896 -1%
GC
334
Garde Capital
Washington
$12.4M
MG
335
Mather Group
Illinois
$12.4M -$401K -2,068 -3%
MCM
336
Mendel Capital Management
Arkansas
$12.4M -$389K -2,009 -3%
SI
337
SimpliFi Inc
California
$12.3M +$4.65K +24 +0%
LIA
338
LS Investment Advisors
Michigan
$12.3M -$338K -1,745 -3%
RCAG
339
Rehmann Capital Advisory Group
Michigan
$12.2M +$70.5K +364 +0.6%
AP
340
Advisors Preferred
Maryland
$12.2M +$1.18M +6,094 +12%
SCM
341
Sebold Capital Management
Illinois
$12M +$549K +2,830 +5%
IFA
342
Interactive Financial Advisors
Illinois
$11.9M -$113K -581 -1%
FHA
343
First Horizon Advisors
Tennessee
$11.9M +$1.13M +5,815 +11%
DWP
344
Destiny Wealth Partners
Florida
$11.9M -$10.9K -56 -0.1%
TWC
345
TD Waterhouse Canada
Ontario, Canada
$11.8M -$148K -763 -1%
JIC
346
Johnson Investment Counsel
Ohio
$11.8M -$106K -549 -0.9%
PA
347
Parallel Advisors
California
$11.8M -$35.3K -182 -0.3%
SPC
348
Spirepoint Private Client
Florida
$11.7M +$6.96M +35,932 +169%
UCFA
349
United Capital Financial Advisors
Texas
$11.6M -$87.4K -451 -0.8%
HI
350
Harbour Investments
Wisconsin
$11.6M -$19.6K -101 -0.2%

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.