VIG icon

Vanguard Dividend Appreciation ETF

2,254 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, 807 increasing their positions, 802 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,254
Holders Change
-5
Holders Change %
-0.22%
% of All Funds
30.21%
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
807
Reduced
802
Closed
80
Calls
$99.7M
Puts
$22.5M
Net Calls
+$77.2M
Net Calls Change
-$23.6M
Name Holding Trade Value Shares
Change
Shares
Change %
MSFP
1376
Mark Sheptoff Financial Planning
Connecticut
$727K
VR
1377
Valued Retirements
Texas
$725K -$116K -566 -14%
WCP
1378
Wick Capital Partners
Pennsylvania
$725K +$416K +5,370 +135%
VC
1379
Vicus Capital
Pennsylvania
$725K +$10.6K +52 +1%
UF
1380
Univest Financial
Pennsylvania
$721K
RIM
1381
Rockbridge Investment Management
New York
$720K -$8.8K -43 -1%
FB
1382
Fulton Bank
Pennsylvania
$719K
TTWM
1383
TCV Trust & Wealth Management
Virginia
$717K +$114K +558 +19%
RWM
1384
Rockwood Wealth Management
Pennsylvania
$716K
SFC
1385
SYM Financial Corp
Indiana
$716K -$12.3K -60 -2%
PP
1386
PrairieView Partners
Minnesota
$715K +$1.43K +7 +0.2%
FCFC
1387
First Commonwealth Financial Corp
Pennsylvania
$715K -$365K -1,783 -34%
CWM
1388
Calamos Wealth Management
Illinois
$714K
SOAMC
1389
Spirit of America Management Corp
New York
$713K -$46.2K -224 -6%
FFG
1390
Frisch Financial Group
New York
$713K
AWE
1391
Avidian Wealth Enterprises
Texas
$713K
HFS
1392
Heritage Financial Services
Massachusetts
$712K
MAA
1393
Matrix Asset Advisors
New York
$711K +$1.84K +9 +0.3%
SCA
1394
Scott Capital Advisors
Oregon
$710K +$96.1K +465 +16%
VPIM
1395
Vanguard Personalized Indexing Management
California
$710K +$130K +633 +22%
CWMK
1396
Caliber Wealth Management (Kansas)
Kansas
$708K +$111K +542 +19%
RCM
1397
Radnor Capital Management
Pennsylvania
$708K
BCM
1398
Boltwood Capital Management
California
$708K -$23.5K -115 -3%
HA
1399
Helium Advisors
Washington
$706K +$70K +342 +11%
MFG
1400
Magnus Financial Group
New York
$706K