We are live on ! Find out more
VIG icon

Vanguard Dividend Appreciation ETF

2,516 hedge funds and large institutions have $48.1B invested in Vanguard Dividend Appreciation ETF in 2025 Q4 according to their latest regulatory filings, with 306 funds opening new positions, 1,030 increasing their positions, 819 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

806% more call options, than puts

Call options by funds: $100M | Put options by funds: $11.1M

337% more first-time investments, than exits

New positions opened: 306 | Existing positions closed: 70

26% more repeat investments, than reductions

Existing positions increased: 1,030 | Existing positions reduced: 819

12% more funds holding in top 10

Funds holding in top 10: 247276 (+29)

8% more funds holding

Funds holding: 2,3302,516 (+186)

7% more capital invested

Capital invested by funds: $45B → $48.1B (+$3.11B)

1.64% more ownership

Funds ownership: 46.01%47.64% (+1.6%)

Holders
2,516
Holders Change
+186
Holders Change %
+7.98%
% of All Funds
30.6%
Holding in Top 10
276
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+11.74%
% of All Funds
3.36%
New
306
Increased
1,030
Reduced
819
Closed
70
Calls
$100M
Puts
$11.1M
Net Calls
+$89.3M
Net Calls Change
-$3.07M
Name Holding Trade Value Shares
Change
Change in
Stake
CHA
1201
Cooper/Haims Advisors
New York
$1.34M
GWA
1202
Gutierrez Wealth Advisory
Arkansas
$1.34M +$10.5K +48 +0.8%
AG
1203
Ascent Group
Virginia
$1.33M +$21.6K +99 +2%
IP
1204
Ignite Planners
California
$1.33M +$5.9K +27 +0.5%
CI
1205
Conning Inc
Connecticut
$1.33M
PJWM
1206
Philip James Wealth Mangement
Georgia
$1.33M -$10.7K -49 -0.8%
TC
1207
Tenret Company
Florida
$1.33M
ATS
1208
Ashton Thomas Securities
New York
$1.32M -$35.2K -161 -3%
HFA
1209
Hershey Financial Advisers
Pennsylvania
$1.32M +$1.32M +6,026 New
PMG
1210
Private Management Group
California
$1.32M
DRP
1211
Decker Retirement Planning
Utah
$1.32M -$48.9K -224 -4%
HCM
1212
Highview Capital Management
Illinois
$1.32M -$4.81K -22 -0.4%
HAM
1213
Harmony Asset Management
Arizona
$1.32M -$64.5K -295 -5%
FG
1214
Fiduciary Group
Georgia
$1.32M +$88.5K +405 +7%
LFS
1215
Littlejohn Financial Services
Oregon
$1.32M -$40K -183 -3%
EFA
1216
Evernest Financial Advisors
Indiana
$1.32M +$6.55K +30 +0.5%
ASBI
1217
American State Bank (Iowa)
Iowa
$1.31M -$10.5K -48 -0.8%
CA
1218
Calton & Associates
Florida
$1.31M +$119K +544 +10%
CPA
1219
Clear Point Advisors
New York
$1.31M -$18.8K -86 -1%
CFA
1220
Churchill Financial Advisors
Kentucky
$1.31M +$1.3M +5,952 New
EL
1221
Essex LLC
Illinois
$1.3M +$10.1K +46 +0.8%
RFW
1222
Redwood Family Wealth
Texas
$1.3M +$1.29M +5,912 New
QWM
1223
Quaker Wealth Management
New Jersey
$1.3M +$8.08K +37 +0.6%
CFD
1224
Creative Financial Designs
Indiana
$1.3M +$17K +78 +1%
OCM
1225
Objective Capital Management
Ohio
$1.29M +$1.97K +9 +0.2%