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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
NA
76
NewEdge Advisors
Louisiana
$66.8M +$1.79M +9,256 +3%
PCMC
77
Paragon Capital Management (Colorado)
Colorado
$66.5M -$1.5M -7,716 -2%
PWP
78
Perfromance Wealth Partners
Illinois
$66.3M +$566K +2,919 +0.9%
BCM
79
Brookstone Capital Management
Illinois
$62.6M -$642K -3,311 -1%
BWFA
80
Baltimore-Washington Financial Advisors
Maryland
$61.2M +$1.23M +6,358 +2%
BMM
81
Berkshire Money Management
Massachusetts
$58.1M +$107K +552 +0.2%
AO
82
Advisor OS
Illinois
$57.1M +$724K +3,737 +1%
BPA
83
Beacon Pointe Advisors
California
$57.1M -$126K -649 -0.2%
MA
84
MJP Associates
Connecticut
$56.2M +$1.63M +8,387 +3%
PP
85
PDS Planning
Ohio
$55.6M +$781K +4,027 +2%
PWA
86
Provenance Wealth Advisors
Florida
$55.6M -$9.83M -50,735 -16%
RCA
87
Resonant Capital Advisors
Wisconsin
$55.3M +$1.75M +9,051 +3%
PA
88
Planning Alternatives
Michigan
$54.8M +$364K +1,877 +0.7%
EH
89
Equitable Holdings
New York
$54.4M +$4.08M +21,036 +9%
Pathstone Holdings
90
Pathstone Holdings
New Jersey
$53.8M +$27M +139,510 +61%
US Bancorp
91
US Bancorp
Minnesota
$52.8M +$4.23M +21,828 +9%
EK
92
Evensky & Katz
Florida
$52.4M -$270K -1,395 -0.5%
WA
93
Wealth Architects
California
$51.1M +$2.33M +12,003 +5%
SFA
94
Sequoia Financial Advisors
Ohio
$51M +$11.1M +57,107 +30%
GI
95
GLOBALT Investments
Georgia
$50.6M -$1.85M -9,525 -4%
PWP
96
Principle Wealth Partners
Connecticut
$49.8M +$165K +853 +0.4%
BWM
97
Buska Wealth Management
Wisconsin
$48.7M +$1.18M +6,108 +3%
APP
98
Avantax Planning Partners
Iowa
$48.5M +$12.9M +66,504 +39%
NEPWA
99
New England Private Wealth Advisors
Massachusetts
$47.5M +$137K +707 +0.3%
RA
100
Rational Advisors
New York
$46.9M -$1.08M -5,563 -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.