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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
FWA
1501
FSM Wealth Advisors
Ohio
$644K -$25.4K -121 -4%
CS
1502
Cannell & Spears
New York
$643K
JC
1503
JB Capital
Connecticut
$642K +$16.6K +79 +3%
SFP
1504
Sterling Financial Planning
New Jersey
$639K -$32.1K -153 -5%
RFA
1505
Rollins Financial Advisors
New York
$638K
LWM
1506
Lakeridge Wealth Management
Ohio
$638K +$210 +1 +0%
MTWM
1507
Masso Torrence Wealth Management
New Jersey
$637K -$16K -76 -3%
JHCP
1508
Jackson Hole Capital Partners
Oklahoma
$635K +$210 +1 +0%
HTI
1509
Hikari Tsushin Inc
Japan
$635K
LFA
1510
Lauterbach Financial Advisors
Texas
$635K
SF
1511
Seek First
California
$634K +$2.52K +12 +0.4%
BZWA
1512
Blue Zone Wealth Advisors
California
$633K +$110K +525 +22%
LWA
1513
LifeGoal Wealth Advisors
New York
$632K +$46.4K +221 +8%
MIM
1514
Macroview Investment Management
Maryland
$629K +$1.89K +9 +0.3%
AWAG
1515
ARS Wealth Advisors Group
Florida
$629K -$244K -1,164 -29%
IWA
1516
IBEX Wealth Advisors
New Jersey
$629K +$420 +2 +0.1%
BIM
1517
Baldwin Investment Management
Pennsylvania
$623K +$1.47K +7 +0.2%
CWA
1518
Capital Wealth Alliance
Arizona
$622K -$60.1K -286 -9%
SLC
1519
Second Line Capital
Louisiana
$622K
HAIM
1520
Hunter Associates Investment Management
Pennsylvania
$622K
PWM
1521
Praetorian Wealth Management
California
$621K +$605K +2,879 New
OFG
1522
Oxford Financial Group
Indiana
$621K -$84K -400 -12%
OL
1523
Optas LLC
Texas
$620K +$44.5K +212 +8%
JCFM
1524
JBR Co Financial Management
Oklahoma
$619K -$35.9K -171 -6%
B
1525
Bensler
Washington
$618K -$93.9K -447 -14%

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.