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
FF
751
Farrell Financial
New York
$3.55M
FGG
752
Financial Guidance Group
Florida
$3.54M
BFIM
753
Beese Fulmer Investment Management
Ohio
$3.54M
BFS
754
BridgePort Financial Solutions
Iowa
$3.52M
MIM
755
Miller Investment Management
Pennsylvania
$3.52M
LRPA
756
L. Roy Papp & Associates
Arizona
$3.51M
KFS
757
Kaizen Financial Strategies
California
$3.49M
AWP
758
Axis Wealth Partners
Rhode Island
$3.49M
ACM
759
Advisors Capital Management
New Jersey
$3.48M
MCC
760
Money Concepts Capital
Florida
$3.46M
IWP
761
Innova Wealth Partners
Pennsylvania
$3.45M
SIG
762
Stonegate Investment Group
Alabama
$3.44M
ET
763
Equitable Trust
Tennessee
$3.44M
HIA
764
Harbor Investment Advisory
Maryland
$3.44M
WBCM
765
Wilson & Boucher Capital Management
California
$3.42M
CCA
766
Childress Capital Advisors
Texas
$3.42M
FWIA
767
Fort Washington Investment Advisors
Ohio
$3.4M
CHAM
768
Clear Harbor Asset Management
Connecticut
$3.38M
AWM
769
Axxcess Wealth Management
California
$3.37M
FA
770
Fiduciary Alliance
South Carolina
$3.33M
AFM
771
Aspetuck Financial Management
Connecticut
$3.33M
SWA
772
Sterling Wealth Advisors
Florida
$3.32M
TGAM
773
TBH Global Asset Management
Tennessee
$3.32M
PTC
774
Private Trust Company
Ohio
$3.31M
LP
775
LGL Partners
Pennsylvania
$3.31M