VIG icon

Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

2,253 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, 806 increasing their positions, 802 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,253
Holders Change
-6
Holders Change %
-0.27%
% of All Funds
30.2%
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
806
Reduced
802
Closed
80
Calls
$99.7M
Puts
$22.5M
Net Calls
+$77.2M
Net Calls Change
-$23.6M

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
+$304M
2
Corient Private Wealth
Corient Private Wealth
Florida
+$182M
3
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
+$173M
4
PAS
Park Avenue Securities
New York
+$73.5M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$66M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$135M
2
Bank of America
Bank of America
North Carolina
-$113M
3
DFG
Demars Financial Group
Washington
-$70.3M
4
Osaic Holdings
Osaic Holdings
Arizona
-$36.1M
5
AWS
Atria Wealth Solutions
New York
-$34.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCCP
451
Tide Cove Capital Partners
California
$8.14M +$110K +525 +1%
LGWM
452
Litman Gregory Wealth Management
California
$8.13M +$106K +519 +1%
PSP
453
Principal Street Partners
Tennessee
$8.12M +$4.04M +19,731 +99%
BFG
454
Beacon Financial Group
Texas
$8.03M -$570K -2,784 -7%
CSB
455
City State Bank
Iowa
$7.97M +$93.5K +457 +1%
WKWM
456
Walter & Keenan Wealth Management
Indiana
$7.94M +$60K +293 +0.8%
BRWA
457
B. Riley Wealth Advisors
Florida
$7.9M +$7.9M +38,577 New
MWM
458
Mascoma Wealth Management
New Hampshire
$7.89M +$250K +1,223 +3%
CFP
459
Cypress Financial Planning
New Jersey
$7.85M -$225K -1,099 -3%
OSAM
460
O'Shaughnessy Asset Management
Connecticut
$7.85M +$467K +2,283 +6%
RC
461
Rovin Capital
Arizona
$7.85M -$6.62M -32,367 -46%
PA
462
Pinnacle Associates
New York
$7.8M -$528K -2,579 -6%
VA
463
VestGen Advisors
Illinois
$7.77M +$1.43K +7 +0%
WPWM
464
Windward Private Wealth Management
Kansas
$7.72M -$30.7K -150 -0.4%
ETC
465
Exchange Traded Concepts
Oklahoma
$7.72M +$2.42M +11,806 +46%
RWP
466
Ridgecrest Wealth Partners
California
$7.7M +$1.08M +5,278 +16%
GLA
467
Good Life Advisors
Pennsylvania
$7.67M +$141K +689 +2%
LFAS
468
Level Four Advisory Services
Texas
$7.64M -$21.3K -104 -0.3%
LWL
469
Leo Wealth LLC
Texas
$7.63M +$371K +1,814 +5%
CPIG
470
Chicago Partners Investment Group
Illinois
$7.52M +$122K +587 +2%
Envestnet Portfolio Solutions
471
Envestnet Portfolio Solutions
Illinois
$7.51M -$642K -3,137 -8%
MC
472
Moors & Cabot
Massachusetts
$7.5M +$107K +525 +1%
WCG
473
Weaver Consulting Group
California
$7.48M -$36.6K -179 -0.5%
HCM
474
Hollencrest Capital Management
California
$7.44M – – –
SF
475
Summit Financial
New Jersey
$7.43M +$741K +3,606 +11%
17 18
19
20 21