VIG icon

Vanguard Dividend Appreciation ETF

2,250 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, 802 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,250
Holders Change
-7
Holders Change %
-0.31%
% of All Funds
30.18%
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
802
Closed
80
Calls
$99.7M
Puts
$22.5M
Net Calls
+$77.2M
Net Calls Change
-$23.6M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
426
Aberdeen Wealth Management
Illinois
$8.62M
WF
427
Warner Financial
Maryland
$8.62M -$134K -655 -2%
PWM
428
PMG Wealth Management
Illinois
$8.58M +$301K +1,470 +4%
NG
429
Northstar Group
New York
$8.52M -$211K -1,030 -2%
PFA
430
Plotkin Financial Advisors
Maryland
$8.48M +$155K +759 +2%
GHA
431
GW Henssler & Associates
Georgia
$8.44M +$52.2K +255 +0.6%
SLWA
432
San Luis Wealth Advisors
California
$8.43M +$875K +4,276 +12%
CIBC World Market
433
CIBC World Market
Ontario, Canada
$8.41M +$135K +659 +2%
PFA
434
Pathway Financial Advisors
Vermont
$8.39M
CFA
435
Capstone Financial Advisors
Illinois
$8.38M -$296K -1,446 -3%
GG
436
Gleason Group
Kentucky
$8.36M +$8.07M +39,412 +2,772%
WIA
437
World Investment Advisors
California
$8.35M +$2.15M +10,509 +35%
FHC
438
First Heartland Consultants
Missouri
$8.34M -$444K -2,168 -5%
WP
439
Wealthspan Partners
Iowa
$8.33M -$411K -2,008 -5%
KFGG
440
Keystone Financial Group (Georgia)
Georgia
$8.33M +$675K +3,274 +9%
Qube Research & Technologies (QRT)
441
Qube Research & Technologies (QRT)
United Kingdom
$8.3M -$14.5M -71,058 -64%
GWMR
442
GC Wealth Management RIA
Massachusetts
$8.2M -$444K -2,170 -5%
KCPG
443
Kavar Capital Partners Group
Kansas
$8.2M +$31.1K +152 +0.4%
NPI
444
New Perspectives Inc
Mississippi
$8.2M -$224K -1,095 -3%
AIP
445
Alexis Investment Partners
Texas
$8.19M +$15.7K +77 +0.2%
YWM
446
Yoder Wealth Management
California
$8.16M -$129K -628 -2%
KCAM
447
Kagan Cocozza Asset Management
New Jersey
$8.14M +$145K +707 +2%
OPCM
448
Osborne Partners Capital Management
California
$8.14M -$376K -1,837 -4%
SPC
449
Sigma Planning Corp
Michigan
$8.14M +$156K +761 +2%
TCCP
450
Tide Cove Capital Partners
California
$8.14M +$110K +525 +1%