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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
NPI
451
New Perspectives Inc
Mississippi
$8.2M -$212K -1,095 -3%
AIP
452
Alexis Investment Partners
Texas
$8.19M +$14.9K +77 +0.2%
YWM
453
Yoder Wealth Management
California
$8.16M -$122K -628 -2%
KCAM
454
Kagan Cocozza Asset Management
New Jersey
$8.14M +$137K +707 +2%
OPCM
455
Osborne Partners Capital Management
California
$8.14M -$356K -1,837 -4%
SPC
456
Sigma Planning Corp
Michigan
$8.14M +$147K +761 +2%
TCCP
457
Tide Cove Capital Partners
California
$8.14M +$102K +525 +1%
LGWM
458
Litman Gregory Wealth Management
California
$8.13M +$101K +519 +1%
PSP
459
Principal Street Partners
Tennessee
$8.12M +$3.82M +19,731 +99%
BFG
460
Beacon Financial Group
Texas
$8.03M -$540K -2,784 -7%
CSB
461
City State Bank
Iowa
$7.97M +$88.6K +457 +1%
WKWM
462
Walter & Keenan Wealth Management
Indiana
$7.94M +$56.8K +293 +0.8%
BRWA
463
B. Riley Wealth Advisors
Florida
$7.9M +$7.48M +38,577 New
MWM
464
Mascoma Wealth Management
New Hampshire
$7.89M +$237K +1,223 +3%
CFP
465
Cypress Financial Planning
New Jersey
$7.85M -$213K -1,099 -3%
OSAM
466
O'Shaughnessy Asset Management
Connecticut
$7.85M +$442K +2,283 +6%
RC
467
Rovin Capital
Arizona
$7.85M -$6.27M -32,367 -46%
NL
468
NWAM LLC
Washington
$7.81M +$5.3M +27,361 +258%
PA
469
Pinnacle Associates
New York
$7.8M -$500K -2,579 -6%
VA
470
VestGen Advisors
Illinois
$7.77M +$1.36K +7 +0%
WPWM
471
Windward Private Wealth Management
Kansas
$7.72M -$29.1K -150 -0.4%
ETC
472
Exchange Traded Concepts
Oklahoma
$7.72M +$2.29M +11,806 +46%
WGC
473
Watts Gwilliam & Co
Arizona
$7.72M +$440K +2,271 +7%
RWP
474
Ridgecrest Wealth Partners
California
$7.7M +$1.02M +5,278 +16%
GLA
475
Good Life Advisors
Pennsylvania
$7.67M +$134K +689 +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.