VIG icon

Vanguard Dividend Appreciation ETF

2,315 hedge funds and large institutions have $45B invested in Vanguard Dividend Appreciation ETF in 2025 Q3 according to their latest regulatory filings, with 138 funds opening new positions, 913 increasing their positions, 848 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

8% more repeat investments, than reductions

Existing positions increased: 913 | Existing positions reduced: 848

1% more funds holding in top 10

Funds holding in top 10: 244246 (+2)

0.17% less ownership

Funds ownership: 46.1%45.93% (-0.17%)

Holders
2,315
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
246
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$115M
Puts
$22.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
451
Capstone Financial Advisors
Illinois
$8.74M
BRWA
452
B. Riley Wealth Advisors
Florida
$8.69M
LGWM
453
Litman Gregory Wealth Management
California
$8.56M
CWA
454
Cascade Wealth Advisors
Washington
$8.49M
MC
455
Moors & Cabot
Massachusetts
$8.46M
MWM
456
Mascoma Wealth Management
New Hampshire
$8.45M
TCCP
457
Tide Cove Capital Partners
California
$8.44M
OPCM
458
Osborne Partners Capital Management
California
$8.37M
PGFC
459
Peapack-Gladstone Financial Corp
New Jersey
$8.36M
NPI
460
New Perspectives Inc
Mississippi
$8.32M
VA
461
VestGen Advisors
Illinois
$8.29M
KCAM
462
Kagan Cocozza Asset Management
New Jersey
$8.29M
CPIG
463
Chicago Partners Investment Group
Illinois
$8.25M
RCA
464
Ranch Capital Advisors
Florida
$8.24M
WP
465
Wealthspan Partners
Iowa
$8.23M
BA
466
Bridgewater Advisors
New York
$8.22M
RWP
467
Ridgecrest Wealth Partners
California
$8.21M
LFAS
468
Level Four Advisory Services
Texas
$8.14M
CFP
469
Cypress Financial Planning
New Jersey
$8.11M
WPWM
470
Windward Private Wealth Management
Kansas
$8.1M
YWM
471
Yoder Wealth Management
California
$8.07M
SF
472
Summit Financial
New Jersey
$8.05M
HCM
473
Hollencrest Capital Management
California
$8.02M
IA
474
Integrity Alliance
Iowa
$8.02M
AIP
475
Alexis Investment Partners
Texas
$7.99M