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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
SAM
1376
Synergy Asset Management
Washington
$751K
SOS
1377
Silver Oak Securities
Tennessee
$748K +$50.2K +259 +8%
EFP
1378
Elser Financial Planning
Indiana
$747K -$275K -1,417 -28%
CC
1379
Courier Capital
New York
$747K
ST
1380
Smithfield Trust
Pennsylvania
$746K
RWPA
1381
Richard W. Paul & Associates
Michigan
$743K -$36K -186 -5%
GBT
1382
Grove Bank & Trust
Florida
$742K
PMFA
1383
Plante Moran Financial Advisors
Michigan
$741K +$107K +553 +18%
TWG
1384
The Wealth Group
Minnesota
$741K -$42.8K -221 -6%
CPSAC
1385
Chas P. Smith & Associates (CPS)
Florida
$741K -$71.7K -370 -9%
PHWM
1386
Pine Harbor Wealth Management
Maryland
$741K -$32.8K -169 -4%
TBWA
1387
Three Bridge Wealth Advisors
California
$737K +$125K +647 +22%
LEFP
1388
Leading Edge Financial Planning
Tennessee
$737K
WFAG
1389
Worth Financial Advisory Group
North Carolina
$737K
NA
1390
Nottingham Advisors
New York
$737K -$7.75K -40 -1%
GL
1391
Gerber LLC
Ohio
$734K
KSWA
1392
Kathleen S. Wright Associates
Pennsylvania
$733K
SIC
1393
Samalin Investment Counsel
New York
$731K +$206K +1,064 +42%
EM
1394
Excalibur Management
Massachusetts
$731K +$139K +718 +25%
GT
1395
Glenview Trust
Kentucky
$731K +$89.2K +460 +15%
MSFP
1396
Mark Sheptoff Financial Planning
Connecticut
$727K
VR
1397
Valued Retirements
Texas
$725K -$110K -566 -14%
WCP
1398
Wick Capital Partners
Pennsylvania
$725K +$1.04M +5,370 +135%
VC
1399
Vicus Capital
Pennsylvania
$725K +$10.1K +52 +1%
UF
1400
Univest Financial
Pennsylvania
$721K

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.