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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
NFG
1026
Nadler Financial Group
Illinois
$1.65M
CWMGP
1027
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.65M -$30.4K -145 -2%
BCM
1028
Bienville Capital Management
New York
$1.64M +$6.72K +32 +0.4%
KLI
1029
Kelman-Lazarov Inc
Tennessee
$1.64M +$1.68K +8 +0.1%
IIC
1030
Ironwood Investment Counsel
Arizona
$1.64M +$3.15K +15 +0.2%
AEPWM
1031
Atlantic Edge Private Wealth Management
Florida
$1.64M +$210 +1 +0%
FCA
1032
Fortis Capital Advisors
Kansas
$1.63M +$97.9K +466 +7%
HGWM
1033
Horst & Graben Wealth Management
Oregon
$1.63M +$1.26K +6 +0.1%
DSC
1034
Duncker Streett & Co
Missouri
$1.62M -$54K -257 -3%
GS
1035
GTS Securities
New York
$1.62M +$1.57M +7,494 New
BWM
1036
Birchcreek Wealth Management
Ohio
$1.61M -$4.83K -23 -0.3%
EB
1037
Eastern Bank
Massachusetts
$1.61M -$57.5K -274 -4%
WB
1038
WesBanco Bank
West Virginia
$1.6M -$246K -1,173 -14%
VCM
1039
Vivaldi Capital Management
Illinois
$1.59M -$52.3K -249 -3%
PCP
1040
Proficio Capital Partners
Massachusetts
$1.59M -$793K -3,775 -34%
IFWM
1041
Institute for Wealth Management
Colorado
$1.59M +$421K +2,005 +37%
PCMM
1042
Piedmont Capital Management (Montana)
Montana
$1.59M +$82.1K +391 +6%
CFS
1043
Compass Financial Services
Iowa
$1.59M +$2.31K +11 +0.1%
SCM
1044
Saxony Capital Management
Missouri
$1.59M +$15.3K +73 +1%
FAB
1045
First American Bank
Illinois
$1.58M
BBI
1046
Baxter Bros Inc
Connecticut
$1.58M +$131K +622 +9%
TIA
1047
Traphagen Investment Advisors
New Jersey
$1.58M -$4.2K -20 -0.3%
RCYC
1048
Richard C. Young & Co
Rhode Island
$1.57M -$32.1K -153 -2%
AWA
1049
Arbor Wealth Advisors
Michigan
$1.57M +$2.1K +10 +0.1%
S
1050
Sachetta
Massachusetts
$1.57M -$58.8K -280 -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.