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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
RA
1326
Rockingstone Advisors
Massachusetts
$880K -$54.6K -260 -6%
KCM
1327
Kathmere Capital Management
Pennsylvania
$878K -$357K -1,698 -29%
KWM
1328
Koa Wealth Management
California
$877K +$82.7K +394 +11%
GCA
1329
Gallagher Capital Advisors
Texas
$877K -$128K -611 -36%
BL
1330
BFSG LLC
California
$875K -$10.5K -50 -1%
PNC
1331
Park National Corp
Ohio
$873K -$58K -276 -6%
MMPW
1332
Mitchell McLeod Pugh & Williams
Alabama
$872K +$213K +1,016 +34%
BWP
1333
BlueStem Wealth Partners
Minnesota
$872K +$3.15K +15 +0.4%
CI
1334
CX Institutional
Indiana
$866K +$613K +2,919 +267%
CNB
1335
Camden National Bank
Maine
$864K -$43.9K -209 -5%
CNC
1336
Citizens & Northern Corp
Pennsylvania
$863K -$25.6K -122 -3%
EM
1337
Excalibur Management
Massachusetts
$862K +$88K +419 +12%
CSF
1338
Capital Squared Financial
Maryland
$861K +$521K +2,483 +165%
GT
1339
Greenleaf Trust
Michigan
$859K +$33K +157 +4%
SP
1340
Sequent Planning
Nebraska
$858K -$210 -1 -0%
BPWM
1341
Badgley Phelps Wealth Managers
Washington
$857K -$8.61K -41 -1%
AWP
1342
Ascent Wealth Partners
New York
$856K
AIS
1343
AM Investment Strategies
Tennessee
$851K
IFA
1344
Independence Financial Advisors
New Hampshire
$850K -$38.2K -182 -4%
AF
1345
Advisornet Financial
Minnesota
$847K +$125K +594 +18%
MTIC
1346
Missouri Trust & Investment Company
Missouri
$847K
FFM
1347
Flagstone Financial Management
Nebraska
$842K -$42.8K -204 -5%
AIA
1348
Aventus Investment Advisors
Florida
$842K -$10.5K -50 -1%
SLT
1349
St Louis Trust
Missouri
$835K
SAM
1350
Smithbridge Asset Management
Pennsylvania
$834K -$88.4K -421 -10%

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.