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
TI
1751
tru Independence
Oregon
$390K +$12.8K +66 +4%
BW
1752
BostonPremier Wealth
Massachusetts
$390K
TSWM
1753
Tyler-Stone Wealth Management
Ohio
$390K
CCC
1754
Compass Capital Corp
Massachusetts
$389K +$4.46K +23 +1%
TFA
1755
Teamwork Financial Advisors
Texas
$388K +$9.5K +49 +3%
DA
1756
Dover Advisors
Virginia
$387K -$121K -626 -25%
HBT
1757
Hills Bank & Trust
Iowa
$386K
SDAM
1758
Shulman DeMeo Asset Management
New York
$386K -$388 -2 -0.1%
MPIM
1759
McGinn Penninger Investment Management
Virginia
$386K -$37K -191 -9%
PFA
1760
Portland Financial Advisors
New York
$386K
SMG
1761
Smart Money Group
Texas
$385K -$191K -987 -34%
CAG
1762
Curtis Advisory Group
California
$384K
WMP
1763
Wealth Management Partners
Arizona
$383K
SWIG
1764
Strategic Wealth Investment Group
Kentucky
$383K +$38K +196 +12%
AWM
1765
Ariadne Wealth Management
California
$383K
SAM
1766
Seelaus Asset Management
New Jersey
$383K -$12.4K -64 -3%
JWM
1767
Jupiter Wealth Management
Colorado
$382K
EPW
1768
Endeavor Private Wealth
Kansas
$382K -$89.7K -463 -20%
CRI
1769
Commonwealth Retirement Investments
Virginia
$378K -$17.4K -90 -5%
SFG
1770
Sage Financial Group
Pennsylvania
$378K
GFWA
1771
Grey Fox Wealth Advisors
Delaware
$378K -$252K -1,298 -41%
EF
1772
Elite Financial
Idaho
$378K +$775 +4 +0.2%
SPWG
1773
Syntegra Private Wealth Group
Missouri
$378K -$21.3K -110 -6%
CGFA
1774
Colton Groome Financial Advisors
North Carolina
$377K
LCM
1775
Liberty Capital Management
Michigan
$375K

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.