We are live on ! Find out more
VIG icon

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
KFI
1651
Key Financial Inc
Pennsylvania
$466K -$8.72K -45 -2%
PCFFS
1652
Pacific Center for Financial Services
California
$466K +$6.78K +35 +2%
TW
1653
TritonPoint Wealth
Maryland
$465K -$8.14K -42 -2%
HWMO
1654
Heritage Wealth Management (Ohio)
Ohio
$464K -$775 -4 -0.2%
FWM
1655
ForthRight Wealth Management
Georgia
$464K
AIS
1656
Accredited Investor Services
Minnesota
$464K +$581 +3 +0.1%
FWM
1657
Fingerlakes Wealth Management
New York
$462K -$388 -2 -0.1%
OA
1658
Operose Advisors
Wisconsin
$462K
KIM
1659
Kestra Investment Management
Texas
$459K +$228K +1,177 +105%
AW
1660
Avion Wealth
Texas
$458K
RAG
1661
RIA Advisory Group
Iowa
$458K -$30.4K -157 -7%
OAP
1662
One Advisory Partners
Kansas
$458K +$426K +2,197 New
AMCA
1663
Arthur M. Cohen & Associates
Illinois
$457K -$102K -525 -19%
MWA
1664
MN Wealth Advisors
Kansas
$456K -$205K -1,057 -32%
ACA
1665
American Capital Advisory
Idaho
$455K
CSIC
1666
Clifford Swan Investment Counsel
California
$455K +$23.8K +123 +6%
MCA
1667
Magnolia Capital Advisors
Mississippi
$452K -$14.5K -75 -3%
BF
1668
Blankinship & Foster
California
$452K -$4.84K -25 -1%
CRWM
1669
Castle Rock Wealth Management
California
$450K +$19.2K +99 +5%
EW
1670
Elyxium Wealth
California
$450K
WW
1671
Waterfront Wealth
Kansas
$450K +$120K +618 +39%
APA
1672
Astoria Portfolio Advisors
New York
$450K +$7.37K +38 +2%
HSWS
1673
Higgins & Schmidt Wealth Strategies
Colorado
$449K -$4.84K -25 -1%
RE
1674
Rydar Equities
Texas
$448K +$424K +2,188 New
BAM
1675
Berkshire Asset Management
Pennsylvania
$446K -$2.71K -14 -0.6%

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.