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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
BCWM
501
Bartlett & Co Wealth Management
Ohio
$6.85M
PCG
502
Prosperity Consulting Group
Maryland
$6.83M
WIM
503
Westside Investment Management
California
$6.82M +$140K +720 +2%
DFA
504
DHJJ Financial Advisors
Illinois
$6.79M +$68K +351 +1%
TCOV
505
Trust Company of Vermont
Vermont
$6.78M +$159K +820 +3%
BFG
506
Bleakley Financial Group
New Jersey
$6.73M +$4.13M +21,303 +184%
CP
507
Creekside Partners
California
$6.72M -$61.8K -319 -1%
MFA
508
McClarren Financial Advisors
Pennsylvania
$6.71M +$1.62M +8,350 +34%
SC
509
Swan Capital
Florida
$6.71M -$6.53M -33,667 -51%
FTWA
510
Fifth Third Wealth Advisors
Ohio
$6.7M -$7.97M -41,142 -56%
HSG
511
Helen Stephens Group
Texas
$6.7M -$597K -3,079 -9%
RMDI
512
R.M. Davis Inc
Maine
$6.68M -$145K -747 -2%
HL
513
HeadInvest LLC
Maine
$6.68M +$108K +555 +2%
AAP
514
Arax Advisory Partners
Colorado
$6.67M +$39.3K +203 +2%
OAJ
515
Ogorek Anthony Joseph
New York
$6.66M -$49.4K -255 -0.8%
CAG
516
Csenge Advisory Group
Florida
$6.63M -$84.9K -438 -1%
CFO
517
Colony Family Offices
North Carolina
$6.62M +$133K +688 +2%
CPC
518
Consolidated Planning Corp
Georgia
$6.61M -$69.2K -357 -1%
ODA
519
One Degree Advisors
California
$6.6M -$19.2K -99 -0.3%
RCA
520
Ranch Capital Advisors
Florida
$6.59M +$146K +751 +2%
RBFC
521
Roman Butler Fullerton & Co
Missouri
$6.59M -$10.1K -52 -0.2%
BWM
522
Benchmark Wealth Management
Connecticut
$6.58M +$37K +191 +0.6%
HC
523
Hoese & Co
Minnesota
$6.57M +$219K +1,132 +4%
BW
524
BIP Wealth
Georgia
$6.57M -$171K -883 -3%
MWM
525
Meridian Wealth Management
Kentucky
$6.5M -$317K -1,638 -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.