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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
SHFA
951
SC&H Financial Advisors
Maryland
$2.04M -$1.05M -5,008 -35%
IF
952
IRON Financial
Illinois
$2.04M +$1.05K +5 +0.1%
RFC
953
Regions Financial Corp
Alabama
$2.03M -$258K -1,230 -12%
AWMT
954
AAFMAA Wealth Management & Trust
North Carolina
$2.03M +$104K +497 +6%
VFIC
955
Valley Forge Investment Consultants
Pennsylvania
$2.03M -$19.5K -93 -1%
BTI
956
Blue Trust Inc
Georgia
$2.02M +$92.8K +442 +5%
RRA
957
Round Rock Advisors
Connecticut
$2.02M -$21.2K -101 -1%
WIA
958
Wetzel Investment Advisors
Indiana
$2.01M -$93.4K -445 -5%
RIA
959
RPG Investment Advisory
California
$2.01M -$72.9K -347 -4%
BWM
960
BNC Wealth Management
Oregon
$2.01M +$52.1K +248 +3%
NCM
961
Novare Capital Management
North Carolina
$2M +$28.8K +137 +1%
FWCM
962
Ferguson Wellman Capital Management
Oregon
$2M +$1.28M +6,111 +194%
SWM
963
Silverlake Wealth Management
Vermont
$2M -$81.9K -390 -4%
USAA
964
United Services Automobile Association
Texas
$1.98M -$355K -1,690 -16%
MWM
965
MOKAN Wealth Management
Kansas
$1.97M +$150K +712 +8%
FGA
966
Fortis Group Advisors
New Jersey
$1.96M -$33.6K -160 -2%
TA
967
TPG Advisors
Illinois
$1.96M +$37.2K +177 +2%
CAI
968
Capital Advisors Inc
Oklahoma
$1.95M -$84.8K -404 -4%
BAM
969
BOS Asset Management
Illinois
$1.94M +$41.4K +197 +2%
CC
970
Chicago Capital
Illinois
$1.93M +$109K +519 +6%
NRW
971
Nova R Wealth
Kansas
$1.93M +$8.61K +41 +0.5%
BAG
972
Bridgewealth Advisory Group
California
$1.92M -$49.8K -237 -3%
CWS
973
Cypress Wealth Services
California
$1.91M +$27.1K +129 +1%
JGCM
974
Joseph Group Capital Management
Ohio
$1.91M -$153K -729 -8%
SC
975
Sepio Capital
Utah
$1.91M

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.