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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
SCM
1051
Saxony Capital Management
Missouri
$1.49M +$623K +3,213 +79%
OCPWS
1052
One Charles Private Wealth Services
Massachusetts
$1.49M -$14.7K -76 -1%
DC
1053
Darrow Company
Massachusetts
$1.48M
MAM
1054
Mystic Asset Management
Rhode Island
$1.48M +$5.82K +30 +0.4%
LFG
1055
Larson Financial Group
Missouri
$1.48M -$4.07K -21 -0.3%
TC
1056
TownSquare Capital
Utah
$1.48M -$23.3M -120,393 -94%
NWA
1057
Navis Wealth Advisors
New York
$1.48M
MWAM
1058
Manhattan West Asset Management
California
$1.47M +$32.8K +169 +2%
LSPW
1059
Lake Street Private Wealth
Illinois
$1.46M -$9.69K -50 -0.7%
FCA
1060
Fortis Capital Advisors
Kansas
$1.45M +$49.2K +254 +4%
FFO
1061
Fiduciary Family Office
Florida
$1.45M +$150K +775 +12%
CAM
1062
Carret Asset Management
New York
$1.44M +$37K +191 +3%
CFO
1063
Callan Family Office
Pennsylvania
$1.44M +$58.1K +300 +4%
WDL
1064
Well Done LLC
Michigan
$1.43M +$226K +1,164 +20%
FFM
1065
Forum Financial Management
Illinois
$1.43M +$5.43K +28 +0.4%
LSWP
1066
Liberty Square Wealth Partners
Pennsylvania
$1.43M -$32.9K -170 -2%
IP
1067
Integras Partners
Georgia
$1.43M -$88K -454 -6%
PCMM
1068
Piedmont Capital Management (Montana)
Montana
$1.42M +$22.9K +118 +2%
AWM
1069
Avior Wealth Management
Nebraska
$1.42M +$66.7K +344 +5%
VCM
1070
Versant Capital Management
Arizona
$1.42M
KGP
1071
Keystone Global Partners
Colorado
$1.42M +$798K +4,119 +147%
TAM
1072
Townsend Asset Management
North Carolina
$1.41M +$1.94K +10 +0.1%
MWM
1073
Mascagni Wealth Management
Mississippi
$1.41M -$5.43K -28 -0.4%
CCG
1074
Catalina Capital Group
California
$1.41M -$194 -1 -0%
AWM
1075
Aries Wealth Management
Maine
$1.4M -$457K -2,357 -26%

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.