We are live on ! Find out more
VIG icon

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
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$249M +$9.6M +49,535 +4%
TPI
27
Trust Point Inc
Wisconsin
$243M +$1.16M +5,970 +0.5%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$228M -$4.28M -22,080 -2%
Creative Planning
29
Creative Planning
Kansas
$224M -$3.05M -15,711 -1%
Stifel Financial
30
Stifel Financial
Missouri
$217M +$1.01M +5,199 +0.5%
Manulife (Manufacturers Life Insurance)
31
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$205M +$5.19M +26,762 +3%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$205M +$25.2M +130,054 +15%
AL
33
Aspiriant LLC
California
$197M +$1.77M +9,151 +1%
MCM
34
MAI Capital Management
Ohio
$193M +$2.25M +11,620 +1%
WA
35
Waverly Advisors
Alabama
$188M +$5.12M +26,433 +3%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$187M +$2.16M +11,162 +1%
Brown Advisory
37
Brown Advisory
Maryland
$183M +$19.8M +102,014 +13%
Truist Financial
38
Truist Financial
North Carolina
$177M -$6.95M -35,870 -4%
Corient Private Wealth
39
Corient Private Wealth
Florida
$171M -$5.42M -27,972 -3%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$168M -$789K -4,069 -0.5%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$153M -$78.1K -403 -0.1%
NHC
42
Nicholas Hoffman & Company
Georgia
$152M -$53.9K -278 -0%
Goldman Sachs
43
Goldman Sachs
New York
$149M +$1.31M +6,747 +0.9%
CWS
44
Confluence Wealth Services
Pennsylvania
$142M +$6.06M +31,282 +5%
Focus Partners Wealth
45
Focus Partners Wealth
Massachusetts
$135M +$12.1M +62,307 +10%
Cerity Partners
46
Cerity Partners
New York
$133M +$3.95M +20,401 +3%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$133M +$7.87M +40,597 +7%
NFC
48
Northeast Financial Consultants
Connecticut
$132M +$1.2M +6,210 +1%
DC
49
Davenport & Co
Virginia
$132M +$5.03M +25,941 +4%
CAM
50
Cresset Asset Management
Illinois
$131M -$6.51M -33,603 -5%

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.