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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
MCCA
701
Mill Creek Capital Advisors
Pennsylvania
$4.04M +$203K +968 +5%
AFG
702
Atomi Financial Group
New York
$4.04M +$660K +3,144 +20%
FMII
703
Farmers & Merchants Investments Inc
Nebraska
$4.02M -$28.1K -134 -0.7%
FMN
704
Financial Management Network
California
$4.02M +$18.7K +89 +0.5%
WWA
705
Wingate Wealth Advisors
Massachusetts
$4M +$1.88M +8,942 +93%
NPFS
706
Novak & Powell Financial Services
Florida
$4M -$630 -3 -0%
SIAG
707
Safeguard Investment Advisory Group
California
$3.99M +$18.5K +88 +0.5%
VWM
708
Venturi Wealth Management
Texas
$3.99M -$180K -859 -4%
FAM
709
Formidable Asset Management
Ohio
$3.99M +$574K +2,735 +16%
BWM
710
Baron Wealth Management
Michigan
$3.98M +$10.3K +49 +0.3%
SWM
711
Steinberganna Wealth Management
New York
$3.98M +$3.88M +18,461 New
WA
712
Whipplewood Advisors
Colorado
$3.93M -$4.62K -22 -0.1%
CBT
713
CoreFirst Bank & Trust
Kansas
$3.9M -$135K -643 -3%
CBU
714
CIBC Bancorp USA
Illinois
$3.9M +$3.8M +18,083 New
KIA
715
KCM Investment Advisors
California
$3.89M -$145K -690 -4%
EFG
716
Embree Financial Group
Illinois
$3.88M -$75.2K -358 -2%
SP
717
Stablepoint Partners
Massachusetts
$3.87M -$63K -300 -2%
SW
718
SVB Wealth
Massachusetts
$3.86M -$352K -1,675 -9%
UB
719
UMB Bank
Missouri
$3.84M
COCM
720
Charter Oak Capital Management
New Hampshire
$3.83M -$15.8K -75 -0.4%
CF
721
Centaurus Financial
California
$3.82M +$204K +973 +6%
BOH
722
Bank of Hawaii
Hawaii
$3.78M
TFA
723
Transamerica Financial Advisors
Florida
$3.78M +$14.3K +68 +0.4%
FWM
724
FMA Wealth Management
Massachusetts
$3.77M +$46.2K +220 +1%
SAG
725
SageView Advisory Group
California
$3.75M +$2.07M +9,875 +132%

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.