VIG icon

Vanguard Dividend Appreciation ETF

2,304 hedge funds and large institutions have $44.9B invested in Vanguard Dividend Appreciation ETF in 2025 Q3 according to their latest regulatory filings, with 138 funds opening new positions, 908 increasing their positions, 844 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

8% more repeat investments, than reductions

Existing positions increased: 908 | Existing positions reduced: 844

1% more funds holding in top 10

Funds holding in top 10: 244246 (+2)

0.2% less ownership

Funds ownership: 46.11%45.91% (-0.2%)

Holders
2,304
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
246
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$115M
Puts
$22.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VIM
1476
Vista Investment Management
Pennsylvania
$653K
CGPCS
1477
Capital Group Private Client Services
California
$653K
BIG
1478
Brookwood Investment Group
Arizona
$650K
HFO
1479
Heritage Family Offices
Arizona
$649K
BWA
1480
BCU Wealth Advisors
Illinois
$648K
MCA
1481
Maryland Capital Advisors
Maryland
$648K
WG
1482
Welch Group
Alabama
$648K
TCM
1483
Towercrest Capital Management
Pennsylvania
$648K
AWMG
1484
Alliance Wealth Management Group
New Jersey
$648K
RFP
1485
Root Financial Partners
California
$644K
FWA
1486
FSM Wealth Advisors
Ohio
$644K
CS
1487
Cannell & Spears
New York
$643K
JC
1488
JB Capital
Connecticut
$642K
SFP
1489
Sterling Financial Planning
New Jersey
$639K
RFA
1490
Rollins Financial Advisors
New York
$638K
LWM
1491
Lakeridge Wealth Management
Ohio
$638K
MTWM
1492
Masso Torrence Wealth Management
New Jersey
$637K
JHCP
1493
Jackson Hole Capital Partners
Oklahoma
$635K
HTI
1494
Hikari Tsushin Inc
Japan
$635K
LFA
1495
Lauterbach Financial Advisors
Texas
$635K
SF
1496
Seek First
California
$634K
BZWA
1497
Blue Zone Wealth Advisors
California
$633K
LWA
1498
LifeGoal Wealth Advisors
New York
$632K
MIM
1499
Macroview Investment Management
Maryland
$629K
AWAG
1500
ARS Wealth Advisors Group
Florida
$629K