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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
PP
1251
Patten & Patten
Tennessee
$969K +$51.7K +267 +6%
OAM
1252
Occidental Asset Management
California
$966K +$1.36K +7 +0.1%
SAM
1253
Sawgrass Asset Management
Florida
$965K
TSW
1254
Thompson Siegel & Walmsley
Virginia
$964K +$175K +904 +24%
GWM
1255
GSB Wealth Management
Connecticut
$964K +$5.04K +26 +0.6%
APIM
1256
Agate Pass Investment Management
Washington
$964K +$52.3K +270 +6%
PWG
1257
Portside Wealth Group
Utah
$962K -$29.7K -153 -3%
RFA
1258
RTD Financial Advisors
Pennsylvania
$962K +$28.1K +145 +3%
VDI
1259
Vaughan David Investments
Illinois
$960K -$8.33K -43 -0.9%
CB
1260
Cadence Bank
Mississippi
$960K -$194K -1,000 -18%
SFWA
1261
Summit Financial Wealth Advisors
Louisiana
$959K +$4.46K +23 +0.5%
JCM
1262
J2 Capital Management
Michigan
$958K +$30.2K +156 +3%
RPC
1263
Rossmore Private Capital
Connecticut
$958K
BFA
1264
Bragg Financial Advisors
North Carolina
$947K +$80.6K +416 +10%
SRC
1265
Sage Rhino Capital
California
$946K
MCA
1266
Millennium Capital Advisors
Arkansas
$939K -$61.1K -315 -6%
MFA
1267
Morling Financial Advisors
California
$936K -$18.2K -94 -2%
NDSI
1268
Newman Dignan & Sheerar Inc
Rhode Island
$935K -$19.4K -100 -2%
CA
1269
Continuum Advisory
Idaho
$932K -$281K -1,451 -24%
TWM
1270
Trueblood Wealth Management
Ohio
$932K +$69.6K +359 +9%
MPI
1271
Mairs & Power Inc
Minnesota
$930K +$323K +1,664 +58%
SCM
1272
SOL Capital Management
Maryland
$928K
FVWA
1273
Foster Victor Wealth Advisors
South Carolina
$927K -$1.74K -9 -0.2%
SMA
1274
Sage Mountain Advisors
Georgia
$927K
LFS
1275
Legacy Financial Strategies
Kansas
$924K

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.