We are live on ! Find out more
VIG icon

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
OLVIG
2251
Oliver Lagore Vanvalin Investment Group
Michigan
$18.8K +$18.8K +97 New
CCC
2252
Chelsea Counsel Company
California
$18.1K
KFP
2253
Keener Financial Planning
Texas
$18K
KA
2254
Kozak & Associates
Colorado
$16.9K +$194 +1 +1%
SRCM
2255
Signature Resources Capital Management
California
$16.6K
SHF
2256
Safe Harbor Fiduciary
Florida
$16.4K -$15.9K -82 -51%
HFS
2257
Horizon Financial Services
North Carolina
$16K
SFA
2258
Semmax Financial Advisors
North Carolina
$14.9K +$14K +72 New
NWM
2259
Navigoe Wealth Management
California
$14K
RS
2260
Rakuten Securities
Japan
$13.7K -$32K -165 -71%
RWM
2261
RMG Wealth Management
Wisconsin
$13.6K +$12.8K +66 New
FGC
2262
Financial Gravity Companies
Texas
$13.1K +$124M +641,889 New
VWWMG
2263
Vermillion & White Wealth Management Group
Pennsylvania
$13.1K -$562K -2,900 -98%
BSB
2264
Bangor Savings Bank
Maine
$13.1K -$30.2K -156 -71%
MMCM
2265
Murphy & Mullick Capital Management
New York
$13K
BCM
2266
Blume Capital Management
California
$12.7K +$12K +62 New
SHIM
2267
Stone House Investment Management
Pennsylvania
$11.1K
FNWA
2268
Financial Network Wealth Advisors
Utah
$10.8K +$1.55K +8 +18%
PS
2269
Pinney & Scofield
Massachusetts
$10.6K
AGWCA
2270
Annis Gardner Whiting Capital Advisors
Florida
$10.5K +$969 +5 +11%
TIM
2271
Total Investment Management
Arizona
$10.2K +$9.69K +50 New
PS
2272
PayPay Securities
Japan
$8.6K +$194 +1 +2%
LWMI
2273
Legacy Wealth Management (Idaho)
Idaho
$8.39K
LIS
2274
Legacy Investment Solutions
Idaho
$8.39K +$7.95K +41 New
BTD
2275
BankPlus Trust Department
Mississippi
$8.19K

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.