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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
BC
426
Brio Consultants
California
$8.84M -$243K -1,253 -3%
OCM
427
Orion Capital Management
California
$8.8M +$9.11K +47 +0.1%
CIA
428
Compass Ion Advisors
Pennsylvania
$8.76M -$10.3K -53 -0.1%
CFP
429
Curran Financial Partners
South Carolina
$8.73M +$1.04M +5,357 +14%
SFM
430
Signet Financial Management
New Jersey
$8.71M -$436K -2,251 -5%
AWM
431
AE Wealth Management
Kansas
$8.67M +$549K +2,832 +7%
AWM
432
Aberdeen Wealth Management
Illinois
$8.62M
WF
433
Warner Financial
Maryland
$8.62M -$127K -655 -2%
PWM
434
PMG Wealth Management
Illinois
$8.58M +$285K +1,470 +4%
NG
435
Northstar Group
New York
$8.52M -$200K -1,030 -2%
PFA
436
Plotkin Financial Advisors
Maryland
$8.48M +$147K +759 +2%
GHA
437
GW Henssler & Associates
Georgia
$8.44M +$49.4K +255 +0.6%
SLWA
438
San Luis Wealth Advisors
California
$8.43M +$829K +4,276 +12%
CIBC World Market
439
CIBC World Market
Ontario, Canada
$8.41M +$128K +659 +2%
PFA
440
Pathway Financial Advisors
Vermont
$8.39M
CFA
441
Capstone Financial Advisors
Illinois
$8.38M -$280K -1,446 -3%
GG
442
Gleason Group
Kentucky
$8.36M +$7.64M +39,412 +2,772%
WIA
443
World Investment Advisors
California
$8.35M +$2.04M +10,509 +35%
FHC
444
First Heartland Consultants
Missouri
$8.34M -$420K -2,168 -5%
IFG
445
Independent Financial Group
California
$8.33M +$127K +657 +2%
WP
446
Wealthspan Partners
Iowa
$8.33M -$389K -2,008 -5%
KFGG
447
Keystone Financial Group (Georgia)
Georgia
$8.33M +$635K +3,274 +9%
Qube Research & Technologies (QRT)
448
Qube Research & Technologies (QRT)
United Kingdom
$8.3M -$13.8M -71,058 -64%
GWMR
449
GC Wealth Management RIA
Massachusetts
$8.2M -$421K -2,170 -5%
KCPG
450
Kavar Capital Partners Group
Kansas
$8.2M +$29.5K +152 +0.4%

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.