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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
VAS
201
Vestmark Advisory Solutions
Massachusetts
$21M +$10.8M +55,930 +120%
AQR Capital Management
202
AQR Capital Management
Connecticut
$21M +$5.17M +26,656 +35%
SC
203
SouthState Corp
Florida
$20.9M -$309K -1,595 -2%
NPT
204
National Philanthropic Trust
Pennsylvania
$20.8M
JGIA
205
Jackson Grant Investment Advisers
Connecticut
$20.8M +$534K +2,755 +3%
Carson Wealth (CWM LLC)
206
Carson Wealth (CWM LLC)
Nebraska
$20.7M -$1.22M -6,310 -6%
GFM
207
GEN Financial Management
Minnesota
$20.6M -$7.85M -40,501 -29%
PFPT
208
Pinnacle Financial Partners (Tennessee)
Tennessee
$20.6M +$9.72M +50,164 +99%
IA
209
IFP Advisors
Florida
$20.4M +$987K +5,090 +5%
JFA
210
JNBA Financial Advisors
Minnesota
$20.4M -$521K -2,688 -3%
JWBC
211
J.W. Burns & Co
New York
$20.3M +$1.36M +7,006 +8%
AAS
212
Annex Advisory Services
Wisconsin
$20.3M -$1.75M -9,035 -8%
RWP
213
RWA Wealth Partners
Massachusetts
$20.2M -$762K -3,930 -4%
ABC
214
Associated Banc-Corp
Wisconsin
$20.2M -$772K -3,984 -4%
RBC
215
Romano Brothers & Co
Illinois
$20.1M +$499K +2,573 +3%
REMPR
216
Roof Eidam Maycock Peralta (REMP)
California
$20.1M -$1.73M -8,930 -8%
CWA
217
Clarity Wealth Advisors
California
$20.1M +$482K +2,486 +3%
FM
218
Family Management
New York
$19.9M -$178K -917 -0.9%
BIAS
219
Beacon Investment Advisory Services
New Jersey
$19.9M +$994K +5,127 +6%
FFN
220
Focus Financial Network
Minnesota
$19.9M -$238K -1,228 -1%
LA
221
LM Advisors
California
$19.9M +$87K +449 +0.5%
Lido Advisors
222
Lido Advisors
California
$19.8M +$1.38M +7,127 +8%
CWM
223
Cornerstone Wealth Management
Missouri
$19.7M +$511K +2,635 +3%
SCA
224
Snowden Capital Advisors
New York
$19.6M +$61.6K +318 +0.3%
CW
225
CreativeOne Wealth
Kansas
$19.5M +$56.6K +292 +0.3%

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.