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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

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
30.2%
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

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
+$304M
2
Corient Private Wealth
Corient Private Wealth
Florida
+$182M
3
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
+$173M
4
PAS
Park Avenue Securities
New York
+$73.5M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$66M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$135M
2
Bank of America
Bank of America
North Carolina
-$113M
3
DFG
Demars Financial Group
Washington
-$70.3M
4
Osaic Holdings
Osaic Holdings
Arizona
-$36.1M
5
AWS
Atria Wealth Solutions
New York
-$34.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PJSIMP
776
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.06M -$564K -2,758 -16%
TFA
777
Tobias Financial Advisors
Florida
$3.05M -$5.53K -27 -0.2%
AAG
778
Armstrong Advisory Group
Massachusetts
$3.03M -$30.9K -151 -1%
JCM
779
Jacobi Capital Management
Pennsylvania
$3.03M -$1.23K -6 -0%
SW
780
Simplicity Wealth
New Jersey
$3.01M +$2.01M +9,843 +203%
CHAM
781
Clear Harbor Asset Management
Connecticut
$3M +$130K +636 +5%
MFA
782
Mayflower Financial Advisors
Massachusetts
$2.99M -$10K -49 -0.3%
WS
783
Wedbush Securities
California
$2.98M +$75.3K +368 +3%
LWCFA
784
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.97M -$148K -725 -5%
SHFA
785
SC&H Financial Advisors
Maryland
$2.96M – – –
GCL
786
Gouws Capital LLC
North Carolina
$2.95M -$1.23K -6 -0%
TGAM
787
TBH Global Asset Management
Tennessee
$2.95M -$340K -1,662 -10%
KL
788
KWMG LLC
Kansas
$2.95M -$149K -727 -5%
AF
789
Apexium Financial
Texas
$2.94M -$546K -2,655 -16%
HWM
790
Hohimer Wealth Management
Washington
$2.93M +$176K +858 +6%
SA
791
Sovran Advisors
California
$2.91M +$2.02M +9,830 +230%
CSC
792
Caldwell Sutter Capital
California
$2.9M +$219K +1,068 +8%
FNBT
793
FineMark National Bank & Trust
Florida
$2.9M +$671K +3,280 +30%
DWT
794
Dorsey & Whitney Trust
South Dakota
$2.9M -$73.1K -357 -2%
NMCM
795
Nicholson Meyer Capital Management
Missouri
$2.89M -$136K -664 -4%
JBA
796
Johnson Bixby & Associates
Washington
$2.87M -$127K -622 -4%
NRI
797
NFP Retirement Inc
California
$2.86M -$60K -293 -2%
RC
798
Roundview Capital
New Jersey
$2.85M +$156K +760 +6%
OCG
799
Opus Capital Group
Ohio
$2.84M -$20.3K -99 -0.7%
AWM
800
Accel Wealth Management
Iowa
$2.83M +$12.1K +59 +0.4%
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32
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