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Vanguard Dividend Appreciation ETF

2,330 hedge funds and large institutions have $45B invested in Vanguard Dividend Appreciation ETF in 2025 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 920 increasing their positions, 852 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

410% more call options, than puts

Call options by funds: $115M | Put options by funds: $22.5M

144% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 57

6% more capital invested

Capital invested by funds: $42.5B → $45B (+$2.57B)

2% more funds holding

Funds holding: 2,2932,330 (+37)

8% more repeat investments, than reductions

Existing positions increased: 920 | Existing positions reduced: 852

1% more funds holding in top 10

Funds holding in top 10: 245247 (+2)

0.16% less ownership

Funds ownership: 46.16%46.01% (-0.16%)

Holders
2,330
Holders Change
+37
Holders Change %
+1.61%
% of All Funds
30.58%
Holding in Top 10
247
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.82%
% of All Funds
3.24%
New
139
Increased
920
Reduced
852
Closed
57
Calls
$115M
Puts
$22.5M
Net Calls
+$92.4M
Net Calls Change
+$15.1M
Name Holding Trade Value Shares
Change
Change in
Stake
WAG
251
Wheelhouse Advisory Group
Missouri
$18.2M +$916K +4,364 +5%
HA
252
Hanover Advisors
South Carolina
$18.1M -$476K -2,266 -3%
FPW
253
Flywheel Private Wealth
California
$18M +$1.14M +5,430 +7%
GVAG
254
Great Valley Advisor Group
Delaware
$18M -$147K -698 -0.8%
HSA
255
HBK Sorce Advisory
Pennsylvania
$17.9M +$910K +4,333 +6%
ACA
256
Aptus Capital Advisors
Alabama
$17.7M +$903K +4,298 +6%
RIL
257
Rothschild Investment LLC
Illinois
$17.5M +$23.9K +114 +0.1%
CFS
258
CRA Financial Services
New Jersey
$17.5M -$252K -1,199 -1%
WANY
259
Wealthspire Advisors (New York)
New York
$17.5M +$1.01M +4,816 +6%
KP
260
Kitching Partners
Pennsylvania
$17.5M +$338K +1,609 +2%
SF
261
Synovus Financial
Georgia
$17.3M +$796K +3,791 +5%
OBWG
262
Onyx Bridge Wealth Group
New York
$17.2M -$45.6K -217 -0.3%
DBRC
263
D.B. Root & Company
Pennsylvania
$17M -$5.04K -24 -0%
AMG
264
Asset Management Group
Connecticut
$17M +$39.7K +189 +0.2%
MWA
265
Martel Wealth Advisors
Washington
$16.8M -$311K -1,480 -2%
HNWAG
266
High Net Worth Advisory Group
Florida
$16.5M +$264K +1,258 +2%
MMA
267
Miracle Mile Advisors
California
$16.2M +$2.68M +12,742 +20%
MWA
268
Motive Wealth Advisors
Michigan
$16.2M +$247K +1,175 +2%
SB
269
Strategic Blueprint
Georgia
$16.1M +$4.68M +22,266 +42%
AWP
270
Accretive Wealth Partners
New Jersey
$16M +$615K +2,929 +4%
JAG
271
Journey Advisory Group
Kentucky
$16M -$1.08M -5,166 -7%
CWM
272
Circle Wealth Management
New Jersey
$15.9M +$1.37M +6,510 +10%
MFG
273
Merit Financial Group
Georgia
$15.8M +$293K +1,396 +2%
FIC
274
Family Investment Center
Missouri
$15.7M -$261K -1,244 -2%
CAM
275
Cozad Asset Management
Illinois
$15.6M -$101K -479 -0.7%

VIG Hedge Fund Activity: Q3 2025 in Review

2,330 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q3 2025, worth a combined $45B — up 6.1% from $42.5B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new VIG positions and 57 closed out — a net gain of 82 holders — while 920 added to existing stakes and 852 trimmed.

The largest buyer was Corient Private Wealth, adding an estimated $155M. The largest seller was Prudential Financial, cutting an estimated $285M.

  • 2,330 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q3 2025, up from 2,293 in Q2 2025.
  • Funds reported $45B of Vanguard Dividend Appreciation ETF stock for Q3 2025, up 6.1% quarter-over-quarter.
  • 139 funds opened new Vanguard Dividend Appreciation ETF positions in Q3 2025 and 57 closed out, a net change of +82 holders.
  • The largest Vanguard Dividend Appreciation ETF buyer in Q3 2025 was Corient Private Wealth, an estimated $155M added.
  • The largest Vanguard Dividend Appreciation ETF seller in Q3 2025 was Prudential Financial, an estimated $285M sold.

Based on aggregated 13F filings for Q3 2025.