VIG icon

Vanguard Dividend Appreciation ETF

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
30.21%
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
Name Holding Trade Value Shares
Change
Shares
Change %
PGF
676
Plan Group Financial
Oklahoma
$3.94M +$543K +2,651 +16%
CAM
677
CPA Asset Management
Florida
$3.94M
SWM
678
Spire Wealth Management
Virginia
$3.93M -$949K -4,635 -19%
PCA
679
Pallas Capital Advisors
Massachusetts
$3.92M +$70.2K +343 +2%
DJSG
680
D.J. St. Germain
Massachusetts
$3.91M +$54.4K +266 +1%
KWM
681
Kaydan Wealth Management
Michigan
$3.91M -$35.6K -174 -0.9%
AIC
682
Archer Investment Corporation
Indiana
$3.9M -$20.7K -101 -0.5%
WPC
683
Wedmont Private Capital
Pennsylvania
$3.9M +$13.9K +67 +0.4%
CCA
684
Conservest Capital Advisors
Pennsylvania
$3.89M -$20.1K -98 -0.5%
RWMH
685
Riverpoint Wealth Management Holdings
Illinois
$3.88M -$8.39K -41 -0.2%
SA
686
Sincerus Advisory
New York
$3.87M +$216K +1,034 +6%
MT
687
Midwest Trust
Kansas
$3.87M +$3.87M +18,905 New
MAM
688
Mainsail Asset Management
Alabama
$3.87M -$26.6K -130 -0.7%
GWM
689
Geneos Wealth Management
Colorado
$3.87M -$3.3M -16,121 -46%
DAS
690
DMKC Advisory Services
Iowa
$3.87M +$1.38M +6,694 +56%
JFG
691
JMG Financial Group
Illinois
$3.85M -$106K -520 -3%
FCA
692
FLC Capital Advisors
California
$3.84M
FMII
693
Farmers & Merchants Investments Inc
Nebraska
$3.84M -$185K -906 -5%
CBT
694
CoreFirst Bank & Trust
Kansas
$3.83M -$21.7K -106 -0.6%
KIA
695
KCM Investment Advisors
California
$3.83M +$20.5K +100 +0.5%
KFA
696
Kelleher Financial Advisors
New York
$3.82M +$215K +1,050 +6%
FMN
697
Financial Management Network
California
$3.81M +$4.16K +20 +0.1%
NPFS
698
Novak & Powell Financial Services
Florida
$3.79M -$14.5K -71 -0.4%
SIAG
699
Safeguard Investment Advisory Group
California
$3.77M -$16.6K -81 -0.4%
BWM
700
Baron Wealth Management
Michigan
$3.77M -$18.2K -89 -0.5%