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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
OPA
2001
Old Port Advisors
Maine
$249K -$5.43K -28 -2%
SIS
2002
Sound Income Strategies
Florida
$249K -$5.82K -30 -2%
HR
2003
Howe & Rusling
New York
$248K -$34.9K -180 -13%
KCP
2004
Kera Capital Partners
California
$248K +$1.74K +9 +0.7%
IP
2005
Isthmus Partners
Wisconsin
$248K
TNA
2006
True North Advisors
Texas
$247K
RWMG
2007
Redwood Wealth Management Group
New Jersey
$246K
RWS
2008
Resolute Wealth Strategies
Mississippi
$246K
PP
2009
Pacifica Partners
Canada
$246K -$2.91K -15 -1%
PWP
2010
Precedent Wealth Partners
Texas
$246K -$65.5K -338 -22%
KFC
2011
Klingenstein Fields & Co
New York
$245K -$5.82K -30 -2%
SWM
2012
SK Wealth Management
Rhode Island
$245K +$969 +5 +0.4%
FCG
2013
Financial Connections Group
California
$244K
CST
2014
Charles Schwab Trust
Nevada
$244K +$231K +1,192 New
FF
2015
Francis Financial
$244K
GFG
2016
Goldstone Financial Group
Illinois
$243K +$2.71K +14 +1%
BHWA
2017
Beacon Harbor Wealth Advisors
Virginia
$243K
GF
2018
Gries Financial
Ohio
$243K +$230K +1,185 New
BL
2019
Balentine LLC
Georgia
$242K
WG
2020
Watchman Group
Texas
$242K
LJAC
2021
L.J. Altfest & Co
New York
$240K
NLP
2022
Next Level Private
New York
$240K
BCG
2023
Bravias Capital Group
New Jersey
$239K
MCM
2024
Marathon Capital Management
Maryland
$239K
KWMG
2025
King Wealth Management Group
Florida
$239K

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.