We are live on ! Find out more
VIG icon

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
PFA
451
Pathway Financial Advisors
Vermont
$8.85M +$210 +1 +0%
CSB
452
City State Bank
Iowa
$8.8M +$390K +1,857 +5%
CIBC World Market
453
CIBC World Market
Ontario, Canada
$8.77M -$94.7K -451 -1%
CFA
454
Capstone Financial Advisors
Illinois
$8.74M -$89.9K -428 -1%
BRWA
455
B. Riley Wealth Advisors
Florida
$8.69M +$353K +1,679 +4%
LGWM
456
Litman Gregory Wealth Management
California
$8.56M -$9.45K -45 -0.1%
CWA
457
Cascade Wealth Advisors
Washington
$8.49M -$3.31M -15,780 -29%
MC
458
Moors & Cabot
Massachusetts
$8.46M +$539K +2,567 +7%
MWM
459
Mascoma Wealth Management
New Hampshire
$8.45M +$128K +609 +2%
TCCP
460
Tide Cove Capital Partners
California
$8.44M +$33K +157 +0.4%
OPCM
461
Osborne Partners Capital Management
California
$8.37M -$209K -997 -3%
PGFC
462
Peapack-Gladstone Financial Corp
New Jersey
$8.36M -$1.15M -5,455 -12%
NPI
463
New Perspectives Inc
Mississippi
$8.32M -$318K -1,515 -4%
VA
464
VestGen Advisors
Illinois
$8.29M +$105K +498 +1%
KCAM
465
Kagan Cocozza Asset Management
New Jersey
$8.29M -$283K -1,350 -3%
CPIG
466
Chicago Partners Investment Group
Illinois
$8.25M +$313K +1,490 +4%
RCA
467
Ranch Capital Advisors
Florida
$8.24M +$1.25M +5,938 +18%
WP
468
Wealthspan Partners
Iowa
$8.23M -$534K -2,541 -6%
BA
469
Bridgewater Advisors
New York
$8.22M -$9.58M -45,606 -54%
RWP
470
Ridgecrest Wealth Partners
California
$8.21M +$93.7K +446 +1%
LFAS
471
Level Four Advisory Services
Texas
$8.14M +$82.7K +394 +1%
CFP
472
Cypress Financial Planning
New Jersey
$8.11M -$163K -776 -2%
WPWM
473
Windward Private Wealth Management
Kansas
$8.1M -$37.8K -180 -0.5%
YWM
474
Yoder Wealth Management
California
$8.07M -$519K -2,471 -6%
SF
475
Summit Financial
New Jersey
$8.05M +$249K +1,187 +3%

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.