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
HCM
476
Hollencrest Capital Management
California
$8.02M +$163K +777 +2%
IA
477
Integrity Alliance
Iowa
$8.02M +$2.02M +9,606 +35%
AIP
478
Alexis Investment Partners
Texas
$7.99M -$644K -3,065 -8%
BFG
479
Beacon Financial Group
Texas
$7.97M -$482K -2,295 -6%
WGC
480
Watts Gwilliam & Co
Arizona
$7.93M +$200K +951 +3%
NL
481
NWAM LLC
Washington
$7.88M -$343K -1,635 -4%
TCOV
482
Trust Company of Vermont
Vermont
$7.87M +$703K +3,346 +10%
Kovitz Investment Group Partners
483
Kovitz Investment Group Partners
Illinois
$7.84M +$416K +1,983 +6%
PA
484
Pinnacle Associates
New York
$7.84M -$378K -1,798 -5%
MFS
485
McNamara Financial Services
Massachusetts
$7.82M +$106K +503 +1%
WCG
486
Weaver Consulting Group
California
$7.7M -$178K -848 -2%
SWM
487
Segment Wealth Management
Texas
$7.7M -$4.17M -19,856 -36%
LWL
488
Leo Wealth LLC
Texas
$7.68M -$352K -1,674 -4%
HNB
489
Huntington National Bank
Ohio
$7.59M
SDH
490
Sloy Dahl & Holst
Washington
$7.57M +$44.5K +212 +0.6%
MF
491
Montis Financial
Massachusetts
$7.53M +$5.76M +27,435 +367%
AWM
492
Apollon Wealth Management
South Carolina
$7.53M -$284K -1,352 -4%
CA
493
Cambridge Advisors
Nebraska
$7.51M -$146K -695 -2%
CPA
494
Cardiff Park Advisors
California
$7.49M +$126K +602 +2%
RMAM
495
Raab & Moskowitz Asset Management
New Jersey
$7.49M -$125K -596 -2%
PFGIA
496
Patriot Financial Group Insurance Agency
Massachusetts
$7.42M +$3.43M +16,311 +90%
KCPG
497
Kavar Capital Partners Group
Kansas
$7.42M -$1.2M -5,716 -14%
IWM
498
IHT Wealth Management
Illinois
$7.38M -$232K -1,103 -3%
BFG
499
Bleakley Financial Group
New Jersey
$7.38M +$273K +1,299 +4%
KFGK
500
Keystone Financial Group (Kentucky)
Kentucky
$7.32M +$657K +3,127 +10%

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.