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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
OSNBOA
1676
Old Second National Bank of Aurora
Illinois
$446K +$29.1K +150 +7%
MCFP
1677
Mallini Complete Financial Planning
Florida
$445K
LWM
1678
Liberty Wealth Management
California
$445K +$422K +2,175 New
PFP
1679
Paragon Financial Partners
California
$445K
CF
1680
Clarity Financial
Texas
$444K -$50.4K -260 -11%
DIA
1681
Dana Investment Advisors
Wisconsin
$443K
I
1682
InvesTrust
Oklahoma
$443K
NRC
1683
New Republic Capital
North Carolina
$442K +$135K +699 +48%
CCM
1684
Chaney Capital Management
Washington
$441K
NL
1685
NVWM LLC
Pennsylvania
$440K +$54.5K +281 +15%
MFS
1686
Madrona Financial Services
Washington
$439K
SPI
1687
Santori & Peters Inc
Pennsylvania
$439K
ERIC
1688
Eagle Rock Investment Company
Georgia
$438K
ICP
1689
Interchange Capital Partners
Pennsylvania
$437K +$33.5K +173 +9%
ML
1690
Mayport LLC
Massachusetts
$437K -$177K -913 -30%
UAG
1691
United Advisor Group
Ohio
$437K -$1.16K -6 -0.3%
IAS
1692
Insigneo Advisory Services
Florida
$435K +$139K +715 +51%
DI
1693
Disciplined Investments
Oklahoma
$435K -$11.8K -61 -3%
AFW
1694
Atlantic Family Wealth
Florida
$434K -$1.94K -10 -0.5%
JJBC
1695
James J. Burns & Company
New York
$434K -$48.5K -250 -11%
SSWM
1696
Strait & Sound Wealth Management
California
$433K
PWAM
1697
Private Wealth Asset Management
Iowa
$432K +$64.7K +334 +19%
JWM
1698
Jeppson Wealth Management
California
$431K -$5.82K -30 -1%
CCA
1699
Cobblestone Capital Advisors
New York
$430K -$11.6K -60 -3%
SEP
1700
Southland Equity Partners
Missouri
$429K

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.