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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
GWAG
676
Garrett Wealth Advisory Group
Texas
$4.02M -$137K -707 -3%
SW
677
SVB Wealth
Massachusetts
$4.01M +$3.79M +19,574 New
TVWM
678
Tower View Wealth Management
Wisconsin
$4M +$2.71K +14 +0.1%
CAM
679
Columbia Asset Management
Michigan
$3.99M -$302K -1,556 -7%
KJWM
680
Kiley Juergens Wealth Management
Washington
$3.98M -$13.6K -70 -0.4%
VWM
681
Venturi Wealth Management
Texas
$3.96M -$46.5K -240 -1%
GA
682
GSG Advisors
New Jersey
$3.95M -$5.23K -27 -0.1%
BIA
683
Bell Investment Advisors
California
$3.94M -$8.33K -43 -0.2%
2WWM
684
21 West Wealth Management
California
$3.94M +$3.73M +19,260 New
FWM
685
Forza Wealth Management
Florida
$3.94M -$3.88K -20 -0.1%
PGF
686
Plan Group Financial
Oklahoma
$3.94M +$514K +2,651 +16%
CAM
687
CPA Asset Management
Florida
$3.94M
SWM
688
Spire Wealth Management
Virginia
$3.93M -$898K -4,635 -19%
PCA
689
Pallas Capital Advisors
Massachusetts
$3.92M +$66.5K +343 +2%
DJSG
690
D.J. St. Germain
Massachusetts
$3.91M +$51.6K +266 +1%
KWM
691
Kaydan Wealth Management
Michigan
$3.91M -$33.7K -174 -0.9%
AIC
692
Archer Investment Corporation
Indiana
$3.9M -$19.6K -101 -0.5%
WPC
693
Wedmont Private Capital
Pennsylvania
$3.9M +$13K +67 +0.4%
CCA
694
Conservest Capital Advisors
Pennsylvania
$3.89M -$19K -98 -0.5%
RWMH
695
Riverpoint Wealth Management Holdings
Illinois
$3.88M -$7.95K -41 -0.2%
SA
696
Sincerus Advisory
New York
$3.87M +$200K +1,034 +6%
MT
697
Midwest Trust
Kansas
$3.87M +$3.66M +18,905 New
MAM
698
Mainsail Asset Management
Alabama
$3.87M -$25.2K -130 -0.7%
GWM
699
Geneos Wealth Management
Colorado
$3.87M -$3.12M -16,121 -46%
DAS
700
DMKC Advisory Services
Iowa
$3.87M +$1.3M +6,694 +56%

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.