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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
MCM
1576
Mengis Capital Management
Oregon
$530K -$4.26K -22 -0.8%
NLWP
1577
Next Level Wealth Planning
Idaho
$530K -$20.4K -105 -4%
BBPWM
1578
Blue Bell Private Wealth Management
Pennsylvania
$527K +$19.6K +101 +4%
Chevy Chase Trust
1579
Chevy Chase Trust
Maryland
$527K +$38.8K +200 +8%
PWM
1580
PBMares Wealth Management
Virginia
$527K +$24.6K +127 +5%
PS
1581
Planned Solutions
California
$526K +$26.2K +135 +6%
PWP
1582
Phillips Wealth Planners
Mississippi
$525K -$10.9K -56 -2%
MCWS
1583
McKinley Carter Wealth Services
West Virginia
$523K -$1.55K -8 -0.3%
DWM
1584
Darwin Wealth Management
Florida
$522K -$61.1K -315 -11%
TWP
1585
Total Wealth Planning
Ohio
$521K
HCA
1586
Heck Capital Advisors
Wisconsin
$521K +$30.2K +156 +7%
MCM
1587
Manchester Capital Management
Vermont
$520K +$37.4K +193 +8%
OCM
1588
Orleans Capital Management
Louisiana
$519K
GF
1589
Gimbal Financial
Indiana
$519K -$52.1K -269 -10%
BAAM
1590
Baker Avenue Asset Management
California
$518K -$194 -1 -0%
VCP
1591
Verus Capital Partners
Arizona
$518K +$8.33K +43 +2%
BIG
1592
Brooklyn Investment Group
New York
$517K +$150K +775 +44%
CFS
1593
Cannon Financial Strategists
Georgia
$516K
BFA
1594
Beaumont Financial Advisors
Massachusetts
$515K
CA
1595
Claro Advisors
Massachusetts
$514K +$105K +541 +27%
RCI
1596
RS Crum Inc
California
$514K
TWM
1597
Tanager Wealth Management
United Kingdom
$514K -$42.8K -221 -8%
BCG
1598
Breakwater Capital Group
New Jersey
$514K -$6.59K -34 -1%
FWTB
1599
First Western Trust Bank
Colorado
$513K
CAM
1600
Creekmur Asset Management
Illinois
$512K +$41.1K +212 +9%

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.