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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
SWA
776
Sterling Wealth Advisors
Florida
$3.17M -$117K -605 -4%
GEA
777
Glen Eagle Advisors
New Jersey
$3.17M -$66.5K -343 -2%
AWP
778
Axis Wealth Partners
Rhode Island
$3.17M -$81K -418 -3%
TP
779
Tranquility Partners
Tennessee
$3.16M +$36.6K +189 +1%
LAM
780
LOM Asset Management
$3.16M +$2.99M +15,449 New
LP
781
LGL Partners
Pennsylvania
$3.14M -$87.2K -450 -3%
WMWM
782
Wilkins Miller Wealth Management
Alabama
$3.11M +$116K +597 +4%
SIG
783
Stonegate Investment Group
Alabama
$3.08M +$36.6K +189 +1%
IWP
784
Innova Wealth Partners
Pennsylvania
$3.07M +$200K +1,030 +7%
RFM
785
Royal Fund Management
Florida
$3.06M +$20.9K +108 +0.7%
PJSIMP
786
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.06M -$535K -2,758 -16%
TFA
787
Tobias Financial Advisors
Florida
$3.05M -$5.23K -27 -0.2%
AAG
788
Armstrong Advisory Group
Massachusetts
$3.03M -$29.3K -151 -1%
JCM
789
Jacobi Capital Management
Pennsylvania
$3.03M -$1.16K -6 -0%
SW
790
Simplicity Wealth
New Jersey
$3.01M +$1.91M +9,843 +203%
CHAM
791
Clear Harbor Asset Management
Connecticut
$3M +$123K +636 +5%
MFA
792
Mayflower Financial Advisors
Massachusetts
$2.99M -$9.5K -49 -0.3%
WS
793
Wedbush Securities
California
$2.98M +$71.3K +368 +3%
LWCFA
794
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.97M -$141K -725 -5%
SHFA
795
SC&H Financial Advisors
Maryland
$2.96M
GCL
796
Gouws Capital LLC
North Carolina
$2.95M -$1.16K -6 -0%
TGAM
797
TBH Global Asset Management
Tennessee
$2.95M -$322K -1,662 -10%
KL
798
KWMG LLC
Kansas
$2.95M -$141K -727 -5%
AF
799
Apexium Financial
Texas
$2.94M -$515K -2,655 -16%
HWM
800
Hohimer Wealth Management
Washington
$2.93M +$166K +858 +6%

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.