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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
MWA
1201
Medallion Wealth Advisors
Connecticut
$1.17M +$77.7K +370 +7%
SCA
1202
Sage Capital Advisors
South Dakota
$1.17M +$210 +1 +0%
WDG
1203
Wealth Dimensions Group
Ohio
$1.15M +$44.3K +211 +4%
ORC
1204
O'Rourke & Company
Massachusetts
$1.15M +$7.98K +38 +0.7%
SPI
1205
Sutton Place Investors
New York
$1.15M
MLL
1206
Moody Lynn & Lieberson
Massachusetts
$1.15M
RIG
1207
RiverFront Investment Group
Virginia
$1.14M +$169K +804 +18%
SOWAS
1208
Silver Oak Wealth Advisors Services
California
$1.13M -$270K -1,285 -20%
FPGK
1209
Financial Partners Group (Kansas)
Kansas
$1.13M +$3.78K +18 +0.3%
SFS
1210
Strategic Financial Services
New York
$1.13M +$17.6K +84 +2%
WWM
1211
Wiser Wealth Management
Georgia
$1.13M -$59.6K -284 -5%
FWI
1212
Facet Wealth Inc
Maryland
$1.12M +$286K +1,363 +36%
LSA
1213
Lion Street Advisors
Texas
$1.12M -$1.13M -5,358 -44%
RWP
1214
Revolve Wealth Partners
New Jersey
$1.12M -$7.14K -34 -0.7%
EW
1215
Evexia Wealth
Wisconsin
$1.11M +$193K +919 +22%
MFWP
1216
Mosaic Family Wealth Partners
Missouri
$1.11M
TFM
1217
Trademark Financial Management
Minnesota
$1.11M -$71K -338 -6%
NWMG
1218
National Wealth Management Group
Ohio
$1.11M -$9.03K -43 -0.8%
AWE
1219
Avidian Wealth Enterprises
Texas
$1.1M +$343K +1,632 +47%
SB
1220
Simmons Bank
Arkansas
$1.1M -$55.6K -265 -5%
SPWM
1221
Schrum Private Wealth Management
Florida
$1.1M -$4.41K -21 -0.4%
PCIG
1222
Partners Capital Investment Group
Massachusetts
$1.09M +$4.41K +21 +0.4%
BH
1223
Burk Holdings
Oklahoma
$1.09M +$1.06M +5,050 New
OCM
1224
Orser Capital Management
Texas
$1.09M -$50.4K -240 -5%
BHBT
1225
Burke & Herbert Bank & Trust
Virginia
$1.09M -$5.04K -24 -0.5%

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.