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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

2,250 hedge funds and large institutions have $42.5B invested in Vanguard Dividend Appreciation ETF in 2025 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 804 increasing their positions, 802 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,250
Holders Change
-7
Holders Change %
-0.31%
% of All Funds
30.18%
Holding in Top 10
243
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-6.9%
% of All Funds
3.26%
New
123
Increased
804
Reduced
802
Closed
80
Calls
$99.7M
Puts
$22.5M
Net Calls
+$77.2M
Net Calls Change
-$23.6M

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
$1.86B
2
Corient Private Wealth
Corient Private Wealth
Florida
$358M
3
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$174M
4
PAS
Park Avenue Securities
New York
$73.5M
5
Vanguard Group
Vanguard Group
Pennsylvania
$2.15B

Top Sellers

1
UBS AM
UBS AM
Illinois
$0
2
Bank of America
Bank of America
North Carolina
$4.36B
3
DFG
Demars Financial Group
Washington
$371K
4
Osaic Holdings
Osaic Holdings
Arizona
$249M
5
AWS
Atria Wealth Solutions
New York
$35.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$4.36B -$113M -553,780 -3%
Morgan Stanley
2
Morgan Stanley
New York
$2.59B +$29.6M +144,584 +1%
Wells Fargo
3
Wells Fargo
California
$2.18B +$11.1M +54,394 +0.5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.15B +$66M +322,704 +3%
Wealthfront Advisers
5
Wealthfront Advisers
California
$1.86B +$304M +1,486,369 +20%
UBS Group
6
UBS Group
Switzerland
$1.34B -$9.68M -47,281 -0.7%
LPL Financial
7
LPL Financial
California
$1.33B +$45.9M +224,272 +4%
Raymond James Financial
8
Raymond James Financial
Florida
$1.1B +$7.14M +34,896 +0.7%
HWM
9
HB Wealth Management
Georgia
$1.07B -$27.4M -133,636 -2%
Prudential Financial
10
Prudential Financial
New Jersey
$833M +$17M +83,016 +2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$793M +$27.8M +136,061 +4%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$647M -$4.37M -21,348 -0.7%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$612M -$5.93M -28,965 -1%
Ameriprise
14
Ameriprise
Minnesota
$516M +$5.29M +25,866 +1%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$485M +$11.6M +56,745 +2%
HighTower Advisors
16
HighTower Advisors
Illinois
$465M +$15.5M +75,900 +3%
S
17
SignatureFD
Georgia
$416M +$14M +68,405 +3%
Corient Private Wealth
18
Corient Private Wealth
Florida
$358M +$182M +887,305 +103%
MWM
19
Modera Wealth Management
New Jersey
$317M +$14.3M +70,021 +5%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$311M +$15.2M +74,175 +5%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$307M +$13.6M +65,450 +5%
Mariner
22
Mariner
Kansas
$288M -$4.09M -20,004 -1%
Jones Financial Companies
23
Jones Financial Companies
Missouri
$285M +$61M +299,383 +27%
JIC
24
Joel Isaacson & Co
New York
$261M +$6.47M +31,591 +3%
HCM
25
Howard Capital Management
Georgia
$253M +$4.77M +23,205 +2%
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