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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
Bank of America
1
Bank of America
North Carolina
$4.36B -$107M -553,780 -3%
Morgan Stanley
2
Morgan Stanley
New York
$2.59B +$28M +144,584 +1%
Wells Fargo
3
Wells Fargo
California
$2.18B +$10.5M +54,394 +0.5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.15B +$62.5M +322,704 +3%
Wealthfront Advisers
5
Wealthfront Advisers
California
$1.86B +$288M +1,486,369 +20%
UBS Group
6
UBS Group
Switzerland
$1.34B -$9.16M -47,281 -0.7%
LPL Financial
7
LPL Financial
California
$1.33B +$43.5M +224,272 +4%
Raymond James Financial
8
Raymond James Financial
Florida
$1.1B +$6.76M +34,896 +0.7%
HWM
9
HB Wealth Management
Georgia
$1.07B -$25.9M -133,636 -2%
Prudential Financial
10
Prudential Financial
New Jersey
$833M +$16.1M +83,016 +2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$793M +$26.4M +136,061 +4%
JP Morgan Chase
12
JP Morgan Chase
New York
$647M -$4.14M -21,348 -0.7%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$612M -$5.61M -28,965 -1%
Ameriprise
14
Ameriprise
Minnesota
$516M +$5.01M +25,866 +1%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$485M +$11M +56,745 +2%
HighTower Advisors
16
HighTower Advisors
Illinois
$465M +$14.7M +75,900 +3%
S
17
SignatureFD
Georgia
$416M +$13.3M +68,405 +3%
Osaic Holdings
18
Osaic Holdings
Arizona
$327M +$29.1M +150,355 +10%
MWM
19
Modera Wealth Management
New Jersey
$317M +$13.6M +70,021 +5%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$311M +$14.4M +74,175 +5%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$307M +$12.7M +65,450 +5%
Mariner
22
Mariner
Kansas
$288M -$3.88M -20,004 -1%
Jones Financial Companies
23
Jones Financial Companies
Missouri
$285M +$58M +299,383 +27%
JIC
24
Joel Isaacson & Co
New York
$261M +$6.12M +31,591 +3%
HCM
25
Howard Capital Management
Georgia
$253M +$4.5M +23,205 +2%

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.