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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
SWGC
2026
Summit Wealth Group (Colorado)
Colorado
$239K +$225K +1,162 New
PEA
2027
Park Edge Advisors
Ohio
$238K
TSWM
2028
Triangle Securities Wealth Management
North Carolina
$238K
WWP
2029
Waypoint Wealth Partners
California
$238K +$225K +1,162 New
CRI
2030
Colonial River Investments
Virginia
$238K -$4.84K -25 -2%
RK
2031
Rather & Kittrell
Tennessee
$238K +$226K +1,167 New
WIM
2032
Waverton Investment Management
United Kingdom
$238K
MWA
2033
Midland Wealth Advisors
Illinois
$237K
NRG
2034
Nemes Rush Group
Michigan
$236K
AA
2035
AF Advisors
California
$235K
CCP
2036
Carmel Capital Partners
California
$235K +$223K +1,149 New
B
2037
BetterWealth
California
$235K
PWP
2038
Prasad Wealth Partners
Ohio
$234K
PWP
2039
Parkwoods Wealth Partners
New York
$234K +$222K +1,143 New
OW
2040
Olistico Wealth
Oklahoma
$234K
ES
2041
ETF Store
Kansas
$234K +$2.71K +14 +1%
POIA
2042
Pin Oak Investment Advisors
Texas
$233K
CA
2043
Callahan Advisors
Texas
$233K +$221K +1,138 New
MWPCG
2044
Measured Wealth Private Client Group
New Hampshire
$231K
AA
2045
Armis Advisers
Georgia
$231K +$217K +1,118 New
SCP
2046
Silverleafe Capital Partners
Tennessee
$230K
KWM
2047
Keebeck Wealth Management
Illinois
$230K -$72.7K -375 -25%
FCCM
2048
First City Capital Management
Georgia
$230K -$2.91K -15 -1%
TSMHT
2049
Thurston Springer Miller Herd & Titak
Indiana
$229K +$28.7K +148 +15%
LFA
2050
Level Financial Advisors
New York
$229K

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.