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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
HFS
1401
Heritage Financial Services
Massachusetts
$767K +$15.1K +72 +2%
MSFP
1402
Mark Sheptoff Financial Planning
Connecticut
$766K
OWM
1403
OneAscent Wealth Management
Alabama
$763K -$61.1K -291 -8%
OWP
1404
Obermeyer Wealth Partners
Colorado
$763K +$380K +1,811 +105%
WCP
1405
Wick Capital Partners
Pennsylvania
$763K -$1.22M -5,820 -62%
FLP
1406
Financial Life Planners
Arizona
$762K +$40.9K +195 +6%
FNWM
1407
Financial Network Wealth Management
Utah
$760K +$735K +3,500 New
RIM
1408
Rockbridge Investment Management
New York
$759K
MAA
1409
Matrix Asset Advisors
New York
$758K +$7.98K +38 +1%
SOAMC
1410
Spirit of America Management Corp
New York
$758K +$7.56K +36 +1%
TSW
1411
Thompson Siegel & Walmsley
Virginia
$756K -$254K -1,208 -26%
IBOK
1412
Independence Bank of Kentucky
Kentucky
$756K +$42K +200 +6%
RWM
1413
Rockwood Wealth Management
Pennsylvania
$755K
FFG
1414
Frisch Financial Group
New York
$755K +$2.94K +14 +0.4%
SFC
1415
SYM Financial Corp
Indiana
$755K
TTWM
1416
TCV Trust & Wealth Management
Virginia
$752K -$3.15K -15 -0.4%
FWM
1417
Focused Wealth Management
New York
$751K +$220K +1,050 +43%
SF
1418
Schaeffer Financial
Maryland
$750K +$11.6K +55 +2%
V
1419
VeraBank
Texas
$750K -$188K -895 -20%
AF
1420
Aviso Financial
Ontario, Canada
$748K +$56.5K +269 +8%
RCM
1421
Radnor Capital Management
Pennsylvania
$746K
SCM
1422
Sage Capital Management
New Jersey
$745K +$1.47K +7 +0.2%
BOJHT
1423
Bank of Jackson Hole Trust
Wyoming
$742K
SC
1424
Saiph Capital
New Jersey
$742K +$13.7K +65 +2%
TC
1425
Trilogy Capital
California
$739K -$3.51M -16,702 -83%

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.