VIG icon

Vanguard Dividend Appreciation ETF

2,316 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, 849 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: 849

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
2,316
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
PCM
626
Parsons Capital Management
Rhode Island
$4.87M
SWMG
627
Sard Wealth Management Group
Georgia
$4.87M
HFS
628
Hughes Financial Services
Virginia
$4.86M
PTC
629
Philadelphia Trust Company
Pennsylvania
$4.82M
PFS
630
Prospect Financial Services
New York
$4.8M
SFGP
631
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$4.78M
IFS
632
Intelligent Financial Strategies
Minnesota
$4.75M
CWM
633
Centurion Wealth Management
Virginia
$4.75M
BB
634
Berkshire Bank
Massachusetts
$4.71M
AFM
635
Abbot Financial Management
Massachusetts
$4.71M
GSIAS
636
Garden State Investment Advisory Services
New Jersey
$4.7M
DWM
637
Diversify Wealth Management
Utah
$4.67M
RFA
638
Resurgent Financial Advisors
Georgia
$4.64M
KWS
639
Keystone Wealth Services
California
$4.63M
DAS
640
DMKC Advisory Services
Iowa
$4.63M
CPRC
641
Consolidated Portfolio Review Corp
New York
$4.62M
CPA
642
Capital Performance Advisors
California
$4.61M
S
643
Sunpointe
Missouri
$4.6M
SC
644
Stephens Consulting
Michigan
$4.58M
CW
645
Channel Wealth
California
$4.58M
RDFA
646
Ritter Daniher Financial Advisory
Ohio
$4.58M
SWP
647
Sagespring Wealth Partners
Tennessee
$4.57M
KA
648
Kovack Advisors
Florida
$4.56M
NFA
649
Northwest Financial Advisors
Virginia
$4.56M
EAM
650
Evanson Asset Management
California
$4.56M