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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
OCG
826
Opus Capital Group
Ohio
$2.87M -$113K -536 -4%
BBWP
827
Beacon Bridge Wealth Partners
Pennsylvania
$2.87M -$20.8K -99 -0.7%
LWP
828
LeClair Wealth Partners
Ohio
$2.86M
EWM
829
Empirical Wealth Management
Washington
$2.83M +$374K +1,782 +16%
EWA
830
Exencial Wealth Advisors
Oklahoma
$2.83M -$77.3K -368 -3%
HWM
831
Hohimer Wealth Management
Washington
$2.81M -$263K -1,252 -9%
AF
832
Apexium Financial
Texas
$2.79M -$295K -1,403 -10%
SW
833
Simplicity Wealth
New Jersey
$2.79M -$371K -1,765 -12%
SYBT
834
Stock Yards Bank & Trust
Kentucky
$2.79M +$148K +704 +6%
SCG
835
Sonata Capital Group
Washington
$2.78M +$9.45K +45 +0.4%
SA
836
SRH Advisors
Kansas
$2.78M +$210 +1 +0%
JBA
837
Johnson Bixby & Associates
Washington
$2.75M -$261K -1,244 -9%
AIM
838
Anchor Investment Management
South Carolina
$2.75M -$10.3K -49 -0.4%
NS
839
NBC Securities
Alabama
$2.74M +$197K +939 +8%
BC
840
Bulwark Capital
Florida
$2.72M -$1.89K -9 -0.1%
LWMNY
841
Landmark Wealth Management (New York)
New York
$2.72M -$165K -785 -6%
MCA
842
MSH Capital Advisors
Arizona
$2.72M +$144K +685 +6%
FDCDDQ
843
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.72M -$87.8K -418 -3%
LFP
844
Leeward Financial Partners
Washington
$2.71M
SAA
845
Southeast Asset Advisors
Georgia
$2.7M +$20.2K +96 +0.8%
TFO
846
Tarbox Family Office
California
$2.7M -$44.9K -214 -2%
CM
847
Cornerstone Management
Georgia
$2.7M -$135K -645 -5%
CT
848
Caldwell Trust
Florida
$2.7M
SFG
849
Sunburst Financial Group
Alabama
$2.69M -$31.3K -149 -1%
OLA
850
Oliver Luxxe Assets
New Jersey
$2.69M +$9.66K +46 +0.4%

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.