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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
HCM
26
Howard Capital Management
Georgia
$266M
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$263M +$45.5M +216,638 +22%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$261M -$1.57M -7,480 -0.6%
TPI
29
Trust Point Inc
Wisconsin
$257M +$1.32M +6,281 +0.5%
Creative Planning
30
Creative Planning
Kansas
$241M +$5.21M +24,832 +2%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$236M -$4.51M -21,476 -2%
Stifel Financial
32
Stifel Financial
Missouri
$224M -$4.76M -22,663 -2%
MCM
33
MAI Capital Management
Ohio
$218M +$13.7M +65,154 +7%
Brown Advisory
34
Brown Advisory
Maryland
$211M +$17.6M +83,978 +9%
AL
35
Aspiriant LLC
California
$209M +$938K +4,469 +0.5%
WA
36
Waverly Advisors
Alabama
$201M +$3.14M +14,950 +2%
Manulife (Manufacturers Life Insurance)
37
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$201M -$15.2M -72,268 -7%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$190M -$6.75M -32,151 -4%
Truist Financial
39
Truist Financial
North Carolina
$186M -$690K -3,287 -0.4%
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$166M +$63.1M +300,645 +64%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$163M -$13M -61,833 -8%
NHC
42
Nicholas Hoffman & Company
Georgia
$161M +$674K +3,210 +0.4%
CWS
43
Confluence Wealth Services
Pennsylvania
$156M +$6.55M +31,192 +5%
Focus Partners Wealth
44
Focus Partners Wealth
Massachusetts
$153M +$10.5M +50,238 +8%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$151M -$7.07M -33,645 -5%
DC
46
Davenport & Co
Virginia
$151M +$11.9M +56,743 +9%
CAM
47
Cresset Asset Management
Illinois
$150M +$11.2M +53,561 +8%
Goldman Sachs
48
Goldman Sachs
New York
$150M -$7.32M -34,854 -5%
RSWM
49
Robertson Stephens Wealth Management
California
$145M +$6.33M +30,126 +5%
Cerity Partners
50
Cerity Partners
New York
$144M +$3.68M +17,510 +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.