VIG icon

Vanguard Dividend Appreciation ETF

2,249 hedge funds and large institutions have $42.5B invested in Vanguard Dividend Appreciation ETF in 2025 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 804 increasing their positions, 801 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,249
Holders Change
-8
Holders Change %
-0.35%
% of All Funds
30.19%
Holding in Top 10
243
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-6.9%
% of All Funds
3.26%
New
123
Increased
804
Reduced
801
Closed
79
Calls
$99.7M
Puts
$22.5M
Net Calls
+$77.2M
Net Calls Change
-$23.6M
Name Holding Trade Value Shares
Change
Shares
Change %
SI
176
Stephens Inc
Arkansas
$23.4M -$10.4M -50,575 -31%
WBG
177
Wharton Business Group
Pennsylvania
$23.4M -$249K -1,215 -1%
CA
178
Capital Advantage
California
$23.2M -$1.11M -5,420 -5%
ASG
179
Ariston Services Group
California
$23M
CCM
180
Coldstream Capital Management
Washington
$23M +$681K +3,329 +3%
CCM
181
Consolidated Capital Management
California
$22.5M +$1.31M +6,386 +6%
WAP
182
Wealthcare Advisory Partners
Pennsylvania
$22.5M +$5.18M +25,308 +30%
Citadel Advisors
183
Citadel Advisors
Florida
$22.2M +$20.3M +99,347 +1,076%
GB
184
Goepper Burkhardt
South Carolina
$22.2M +$404K +1,976 +2%
TWM
185
Tradition Wealth Management
Minnesota
$22.2M +$398K +1,943 +2%
CTC
186
Central Trust Company
Missouri
$22.2M -$1.35M -6,617 -6%
EWA
187
EverSource Wealth Advisors
Alabama
$22.1M -$1.69M -8,273 -7%
NW
188
NewEdge Wealth
Pennsylvania
$21.9M +$40.2K +195 +0.2%
NF
189
Nikulski Financial
Iowa
$21.6M -$33.8K -165 -0.2%
CIC
190
Carnegie Investment Counsel
Ohio
$21.4M +$681K +3,326 +3%
WWM
191
Western Wealth Management
Colorado
$21.4M +$211K +1,029 +1%
SS
192
SBI Securities
Japan
$21.4M +$37.5K +183 +0.2%
OIA
193
OneDigital Investment Advisors
Kansas
$21.3M +$549K +2,682 +3%
IAN
194
Integrated Advisors Network
Texas
$21.3M -$104K -509 -0.5%
PRI
195
Prepared Retirement Institute
Pennsylvania
$21.2M -$501K -2,448 -2%
FC
196
Family CFO
California
$21M +$228K +1,116 +1%
Comerica Bank
197
Comerica Bank
Texas
$21M -$925K -4,518 -4%
FC
198
Fusion Capital
South Carolina
$21M +$203K +991 +1%
VAS
199
Vestmark Advisory Solutions
Massachusetts
$21M +$11.4M +55,930 +120%
AQR Capital Management
200
AQR Capital Management
Connecticut
$21M +$5.46M +26,656 +35%