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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
CSPIA
2176
Cary Street Partners Investment Advisory
Virginia
$72.5K +$12.4K +64 +22%
FCMT
2177
Founders Capital Management (Texas)
Texas
$71.6K
T
2178
Tidemark
California
$71.2K
FWM
2179
FSA Wealth Management
Massachusetts
$69.5K
TWD
2180
True Wealth Design
Ohio
$69.4K -$36K -186 -35%
AP
2181
Atwood & Palmer
Missouri
$68.8K
SN
2182
Sittner & Nelson
Oregon
$67.1K
CCMI
2183
Creative Capital Management Investments
California
$67.1K +$18.8K +97 +42%
PWMG
2184
Private Wealth Management Group
New Jersey
$65.5K
CCMW
2185
Cypress Capital Management (Wyoming)
Wyoming
$65.4K
EAM
2186
Eukles Asset Management
Ohio
$64.3K
SWA
2187
SOA Wealth Advisors
New York
$64.1K
IRC
2188
Investors Research Corp
Georgia
$63.2K
MPW
2189
MASECO Private Wealth
$61K +$57.8K +298 New
JFG
2190
JDM Financial Group
Texas
$60K
BHWM
2191
Beaird Harris Wealth Management
Texas
$58.9K +$15.3K +79 +38%
TTIC
2192
Tower Trust & Investment Company
Iowa
$58.9K
OWA
2193
Opal Wealth Advisors
New York
$58.3K -$9.69K -50 -15%
WA
2194
WPG Advisers
Maryland
$57.7K +$388 +2 +0.7%
CNBT
2195
Cornerstone National Bank & Trust
Illinois
$57.3K
HCM
2196
Horrell Capital Management
Arkansas
$56.1K
APW
2197
Atlantic Private Wealth
North Carolina
$54.6K
MBFW
2198
Morton Brown Family Wealth
Pennsylvania
$53.6K
ACM
2199
Anfield Capital Management
California
$53.2K +$19.4K +100 +63%
VC
2200
Vestor Capital
Illinois
$52K -$88.8K -458 -64%

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.