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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
RIM
1401
Rockbridge Investment Management
New York
$720K -$8.33K -43 -1%
FB
1402
Fulton Bank
Pennsylvania
$719K
TTWM
1403
TCV Trust & Wealth Management
Virginia
$717K +$108K +558 +19%
RWM
1404
Rockwood Wealth Management
Pennsylvania
$716K
SFC
1405
SYM Financial Corp
Indiana
$716K -$11.6K -60 -2%
PP
1406
PrairieView Partners
Minnesota
$715K +$1.36K +7 +0.2%
FCFC
1407
First Commonwealth Financial Corp
Pennsylvania
$715K -$346K -1,783 -34%
CWM
1408
Calamos Wealth Management
Illinois
$714K
SOAMC
1409
Spirit of America Management Corp
New York
$713K -$43.4K -224 -6%
FFG
1410
Frisch Financial Group
New York
$713K
AWE
1411
Avidian Wealth Enterprises
Texas
$713K
HFS
1412
Heritage Financial Services
Massachusetts
$712K
MAA
1413
Matrix Asset Advisors
New York
$711K +$1.74K +9 +0.3%
SCA
1414
Scott Capital Advisors
Oregon
$710K +$90.1K +465 +16%
VPIM
1415
Vanguard Personalized Indexing Management
California
$710K +$123K +633 +22%
CWMK
1416
Caliber Wealth Management (Kansas)
Kansas
$708K +$105K +542 +19%
RCM
1417
Radnor Capital Management
Pennsylvania
$708K
BCM
1418
Boltwood Capital Management
California
$708K -$22.3K -115 -3%
HA
1419
Helium Advisors
Washington
$706K +$66.3K +342 +11%
MFG
1420
Magnus Financial Group
New York
$706K
SCM
1421
Sage Capital Management
New Jersey
$705K
BOJHT
1422
Bank of Jackson Hole Trust
Wyoming
$704K +$64.9K +335 +11%
FA
1423
FF Advisors
California
$703K
RFP
1424
Root Financial Partners
California
$701K +$74.2K +383 +13%
SF
1425
Schaeffer Financial
Maryland
$700K +$1.94K +10 +0.3%

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.