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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
IF
1476
Intrua Financial
Texas
$674K +$326K +1,554 +99%
MAC
1477
Mason & Associates (California)
California
$673K -$15.1K -72 -2%
P
1478
Pitcairn
Pennsylvania
$671K
WCM
1479
Winebrenner Capital Management
Kentucky
$670K
JPWM
1480
Jamison Private Wealth Management
Georgia
$670K +$210 +1 +0%
S
1481
SimplyRich
California
$669K
BI
1482
Ballast Inc
Kentucky
$667K
YIA
1483
YHB Investment Advisors
Connecticut
$665K -$32.5K -155 -5%
BA
1484
Bristlecone Advisors
Washington
$664K +$1.68K +8 +0.3%
PSF
1485
Pacific Sun Financial
California
$664K -$21K -100 -3%
BFC
1486
Bedel Financial Consulting
Indiana
$662K
NEWAS
1487
N.E.W. Advisory Services
Wisconsin
$662K +$630 +3 +0.1%
KIG
1488
Kennedy Investment Group
New Jersey
$659K +$61.9K +295 +11%
EP
1489
Essential Planning
New Hampshire
$658K -$15.8K -75 -2%
TMWM
1490
Taylor & Morgan Wealth Management
Michigan
$655K -$4.2K -20 -0.7%
VIM
1491
Vista Investment Management
Pennsylvania
$653K -$210 -1 -0%
CGPCS
1492
Capital Group Private Client Services
California
$653K -$420 -2 -0.1%
BIG
1493
Brookwood Investment Group
Arizona
$650K -$23.3K -111 -4%
HFO
1494
Heritage Family Offices
Arizona
$649K
BWA
1495
BCU Wealth Advisors
Illinois
$648K +$1.68K +8 +0.3%
MCA
1496
Maryland Capital Advisors
Maryland
$648K +$1.26K +6 +0.2%
WG
1497
Welch Group
Alabama
$648K -$161K -768 -20%
AWMG
1498
Alliance Wealth Management Group
New Jersey
$648K
TCM
1499
Towercrest Capital Management
Pennsylvania
$648K
RFP
1500
Root Financial Partners
California
$644K -$92.2K -439 -13%

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.