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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
AWMG
1501
Alliance Wealth Management Group
New Jersey
$614K +$63K +325 +12%
TCM
1502
Towercrest Capital Management
Pennsylvania
$614K +$63K +325 +12%
MCA
1503
Maryland Capital Advisors
Maryland
$613K
BWA
1504
BCU Wealth Advisors
Illinois
$613K
CS
1505
Cannell & Spears
New York
$610K -$82.8K -427 -13%
SIM
1506
Seaview Investment Managers
Florida
$608K -$8.67M -44,721 -94%
RFA
1507
Rollins Financial Advisors
New York
$605K -$32.6K -168 -5%
TNBTD
1508
Trustmark National Bank Trust Department
Mississippi
$605K
MMPW
1509
Mitchell McLeod Pugh & Williams
Alabama
$605K
LWM
1510
Lakeridge Wealth Management
Ohio
$604K +$40.7K +210 +8%
BBA
1511
BLB&B Advisors
Pennsylvania
$604K -$35.9K -185 -6%
JHCP
1512
Jackson Hole Capital Partners
Oklahoma
$602K
HTI
1513
Hikari Tsushin Inc
Japan
$602K +$570K +2,942 New
LFA
1514
Lauterbach Financial Advisors
Texas
$602K
TYCC
1515
Texas Yale Capital Corp
Florida
$602K +$7.95K +41 +1%
DWM
1516
Destination Wealth Management
California
$602K -$30.4K -157 -5%
SF
1517
Seek First
California
$599K +$17.8K +92 +3%
SIAS
1518
Summit Investment Advisory Services
Minnesota
$597K
IWA
1519
IBEX Wealth Advisors
New Jersey
$596K +$564K +2,911 New
MIM
1520
Macroview Investment Management
Maryland
$595K
JC
1521
JB Capital
Connecticut
$593K -$33.3K -172 -6%
SLC
1522
Second Line Capital
Louisiana
$590K -$55.6K -287 -9%
HAIM
1523
Hunter Associates Investment Management
Pennsylvania
$590K
BIM
1524
Baldwin Investment Management
Pennsylvania
$589K -$4.84K -25 -0.9%
DF
1525
Dunhill Financial
United Kingdom
$586K +$94.8K +489 +21%

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.