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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
CastleKeep Investment Advisors
401
CastleKeep Investment Advisors
Connecticut
$10.1M +$264K +1,256 +3%
WWWM
402
White Wing Wealth Management
Texas
$10.1M +$299K +1,425 +3%
FHC
403
First Horizon Corporation
Tennessee
$10M +$9.76M +46,473 New
IA
404
IFG Advisory
Georgia
$10M -$538K -2,564 -5%
FP
405
Financial Perspectives
Minnesota
$9.98M +$22.9K +109 +0.2%
BCA
406
Bay Colony Advisors
Massachusetts
$9.93M +$276K +1,313 +3%
BBHC
407
Brown Brothers Harriman & Co
New York
$9.93M -$153K -727 -2%
Koshinski Asset Management
408
Koshinski Asset Management
Illinois
$9.91M +$209K +994 +2%
WFA
409
West Financial Advisors
Iowa
$9.85M -$108K -516 -1%
GJWM
410
Gilliland Jeter Wealth Management
Arkansas
$9.84M
SFI
411
SPC Financial Inc
Maryland
$9.8M +$840 +4 +0%
JFG
412
Jefferies Financial Group
New York
$9.76M +$84.8K +404 +0.9%
VVP
413
Venture Visionary Partners
Ohio
$9.74M -$9.77M -46,548 -51%
IFA
414
Interactive Financial Advisors
Illinois
$9.74M -$2.77M -13,210 -23%
PWM
415
Prentice Wealth Management
New York
$9.72M +$20.2K +96 +0.2%
SG
416
StoneX Group
New York
$9.7M +$174K +830 +2%
1WA
417
180 Wealth Advisors
Washington
$9.59M -$112K -535 -1%
KFGG
418
Keystone Financial Group (Georgia)
Georgia
$9.58M +$807K +3,845 +10%
CFP
419
Cascade Financial Partners
California
$9.57M -$180K -858 -2%
AWM
420
AE Wealth Management
Kansas
$9.57M +$410K +1,954 +5%
TFCP
421
Twin Focus Capital Partners
Massachusetts
$9.54M -$126K -599 -1%
JPG
422
Jordan Park Group
California
$9.51M -$20.4K -97 -0.2%
Bessemer Group
423
Bessemer Group
New Jersey
$9.5M -$1.97M -9,393 -18%
DCM
424
Donaldson Capital Management
Indiana
$9.5M -$25.6K -122 -0.3%
WIC
425
Woodmont Investment Counsel
Tennessee
$9.48M -$546K -2,599 -6%

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.