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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
FWA
1476
FSM Wealth Advisors
Ohio
$641K +$388K +2,003 +182%
EP
1477
Essential Planning
New Hampshire
$640K
AMM
1478
American Money Management
California
$640K
BIG
1479
Brookwood Investment Group
Arizona
$639K +$21.3K +110 +4%
SFP
1480
Sterling Financial Planning
New Jersey
$638K
O3W
1481
Omni 360 Wealth
New Jersey
$638K +$57K +294 +10%
P
1482
Pitcairn
Pennsylvania
$637K
WCM
1483
Winebrenner Capital Management
Kentucky
$636K +$16.7K +86 +3%
JPWM
1484
Jamison Private Wealth Management
Georgia
$635K +$204K +1,053 +51%
RAS
1485
RPS Advisory Solutions
Kentucky
$635K +$10.5K +54 +2%
SWM
1486
Schwallier Wealth Management
Michigan
$634K -$388 -2 -0.1%
S
1487
SimplyRich
California
$634K
BI
1488
Ballast Inc
Kentucky
$633K -$5.43K -28 -0.9%
SAW
1489
Signal Advisors Wealth
Michigan
$632K -$299K -1,545 -33%
BA
1490
Bristlecone Advisors
Washington
$628K -$566K -2,922 -49%
BFC
1491
Bedel Financial Consulting
Indiana
$628K
NEWAS
1492
N.E.W. Advisory Services
Wisconsin
$627K -$61.1K -315 -9%
TMWM
1493
Taylor & Morgan Wealth Management
Michigan
$626K
JCFM
1494
JBR Co Financial Management
Oklahoma
$622K
FFA
1495
Fortune Financial Advisors
Kansas
$621K
CGPCS
1496
Capital Group Private Client Services
California
$620K -$480K -2,477 -45%
VIM
1497
Vista Investment Management
Pennsylvania
$620K -$388 -2 -0.1%
MTWM
1498
Masso Torrence Wealth Management
New Jersey
$619K
IWA
1499
Icon Wealth Advisors
Texas
$619K
FA
1500
Financial Alternatives
California
$618K

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.