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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
TI
601
Tidal Investments
Wisconsin
$5.1M -$845K -4,359 -15%
NAMP
602
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$5.08M -$62K -320 -1%
SFG
603
Seamount Financial Group
Colorado
$5.06M +$305K +1,575 +7%
IWC
604
Infinity Wealth Counsel
Ohio
$5.05M +$14.5K +75 +0.3%
TWP
605
Tempus Wealth Planning
California
$5.02M +$127K +657 +3%
BIM
606
Breakwater Investment Management
Washington
$5.01M +$48.6K +251 +1%
AC
607
AlphaCore Capital
California
$5M +$420K +2,168 +10%
BC
608
Barrett & Company
Rhode Island
$4.99M +$1.31M +6,755 +38%
AWA
609
Arkadios Wealth Advisors
Georgia
$4.94M +$2.15M +11,069 +85%
SCA
610
STALEY CAPITAL ADVISERS
Pennsylvania
$4.93M -$398K -2,053 -8%
AAS
611
Asset Allocation Strategies
Michigan
$4.93M -$220K -1,137 -5%
LCS
612
Levin Capital Strategies
New York
$4.92M
FSA
613
Fort Sheridan Advisors
Illinois
$4.9M -$107K -553 -2%
MG
614
MilWealth Group
Wisconsin
$4.89M -$11.6K -60 -0.3%
MSA
615
Marino Stram & Associates
Massachusetts
$4.89M +$9.11K +47 +0.2%
SSI
616
Scott & Selber Inc
Texas
$4.89M
WAG
617
Winthrop Advisory Group
Massachusetts
$4.89M +$1.29M +6,644 +39%
MIM
618
Miller Investment Management
Pennsylvania
$4.88M
MWP
619
Madison Wealth Partners
Wisconsin
$4.87M +$91.3K +471 +2%
SSWM
620
Sheets Smith Wealth Management
North Carolina
$4.86M -$5.82K -30 -0.1%
HI
621
Horizon Investments
North Carolina
$4.86M +$4.58M +23,621 +22,933%
MCM
622
Morton Capital Management
California
$4.82M -$145K -747 -3%
CCA
623
Cora Capital Advisors
New Jersey
$4.76M +$56.6K +292 +1%
HIP
624
HUB Investment Partners
Texas
$4.75M +$17.4K +90 +0.4%
DWM
625
Diversify Wealth Management
Utah
$4.75M -$96.7K -499 -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.