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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
AFM
776
Aspetuck Financial Management
Connecticut
$3.33M -$65.1K -310 -2%
SWA
777
Sterling Wealth Advisors
Florida
$3.32M
TGAM
778
TBH Global Asset Management
Tennessee
$3.32M +$203K +965 +7%
PTC
779
Private Trust Company
Ohio
$3.31M +$938K +4,466 +41%
LP
780
LGL Partners
Pennsylvania
$3.31M
SWA
781
Sax Wealth Advisors
New Jersey
$3.3M -$125K -594 -4%
WMWM
782
Wilkins Miller Wealth Management
Alabama
$3.29M +$16.4K +78 +0.5%
PWMAG
783
Pinnacle Wealth Management Advisory Group
New Jersey
$3.27M -$257K -1,222 -7%
SMAM
784
Sugar Maple Asset Management
Wisconsin
$3.25M -$628K -2,991 -17%
TFA
785
Tobias Financial Advisors
Florida
$3.24M +$23.1K +110 +0.7%
BWM
786
Base Wealth Management
Florida
$3.24M +$191K +908 +6%
PAG
787
Private Advisory Group
Washington
$3.22M +$899K +4,280 +40%
OCM
788
One Capital Management
California
$3.22M +$2.72M +12,951 +663%
AAG
789
Armstrong Advisory Group
Massachusetts
$3.2M +$210 +1 +0%
JCM
790
Jacobi Capital Management
Pennsylvania
$3.18M -$15.8K -75 -0.5%
KFA
791
Kelleher Financial Advisors
New York
$3.18M -$828K -3,942 -21%
MBT
792
Montecito Bank & Trust
California
$3.16M +$3.08M +14,650 New
LWCFA
793
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.15M -$9.45K -45 -0.3%
GCL
794
Gouws Capital LLC
North Carolina
$3.11M
CSC
795
Caldwell Sutter Capital
California
$3.11M +$44.3K +211 +1%
ACS
796
Archford Capital Strategies
Illinois
$3.1M -$710K -3,382 -19%
SCA
797
St. Clair Advisors
Ohio
$3.09M -$314K -1,496 -9%
MYIA
798
Mount Yale Investment Advisors
Colorado
$3.09M +$2.55M +12,155 +581%
PAI
799
Pittenger & Anderson Inc
Nebraska
$3.07M +$242K +1,151 +9%
SW
800
SteelPeak Wealth
California
$3.07M +$358K +1,703 +14%

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.