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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

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

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
$1.86B
2
Corient Private Wealth
Corient Private Wealth
Florida
$358M
3
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$174M
4
PAS
Park Avenue Securities
New York
$73.5M
5
Vanguard Group
Vanguard Group
Pennsylvania
$2.15B

Top Sellers

1
UBS AM
UBS AM
Illinois
$0
2
Bank of America
Bank of America
North Carolina
$4.36B
3
DFG
Demars Financial Group
Washington
$371K
4
Osaic Holdings
Osaic Holdings
Arizona
$249M
5
AWS
Atria Wealth Solutions
New York
$35.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$249M +$10.1M +49,535 +4%
Osaic Holdings
27
Osaic Holdings
Arizona
$249M -$36.1M -183,313 -13%
TPI
28
Trust Point Inc
Wisconsin
$243M +$1.22M +5,970 +0.5%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$228M -$4.52M -22,080 -2%
Creative Planning
30
Creative Planning
Kansas
$224M -$3.22M -15,711 -1%
Stifel Financial
31
Stifel Financial
Missouri
$217M +$1.06M +5,199 +0.5%
Manulife (Manufacturers Life Insurance)
32
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$205M +$5.48M +26,762 +3%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$205M +$26.6M +130,054 +15%
AL
34
Aspiriant LLC
California
$197M +$1.87M +9,151 +1%
MCM
35
MAI Capital Management
Ohio
$193M +$2.38M +11,620 +1%
WA
36
Waverly Advisors
Alabama
$188M +$5.41M +26,433 +3%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$187M +$2.28M +11,162 +1%
Brown Advisory
38
Brown Advisory
Maryland
$183M +$20.9M +102,014 +13%
Truist Financial
39
Truist Financial
North Carolina
$177M -$7.34M -35,870 -4%
LWANC
40
Laurel Wealth Advisors (North Carolina)
North Carolina
$174M +$173M +35,380,815 +20,718%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$168M -$833K -4,069 -0.5%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$153M -$83.7K -403 -0.1%
NHC
43
Nicholas Hoffman & Company
Georgia
$152M -$56.9K -278 -0%
Goldman Sachs
44
Goldman Sachs
New York
$149M +$1.38M +6,747 +0.9%
CAM
45
Cresset Asset Management
Illinois
$145M +$6.79M +33,033 +5%
CWS
46
Confluence Wealth Services
Pennsylvania
$142M +$6.4M +31,282 +5%
Focus Partners Wealth
47
Focus Partners Wealth
Massachusetts
$135M +$12.8M +62,307 +10%
Cerity Partners
48
Cerity Partners
New York
$133M +$4.18M +20,401 +3%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$133M +$8.31M +40,597 +7%
NFC
50
Northeast Financial Consultants
Connecticut
$132M +$1.27M +6,210 +1%
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