VIG icon

Vanguard Dividend Appreciation ETF

2,290 hedge funds and large institutions have $44.8B invested in Vanguard Dividend Appreciation ETF in 2025 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 907 increasing their positions, 837 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,290
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
245
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
C
1551
Certuity
Florida
$569K
PS
1552
Planned Solutions
California
$569K
HDIM
1553
Hanson & Doremus Investment Management
Vermont
$569K
NLWP
1554
Next Level Wealth Planning
Idaho
$565K
FFA
1555
First Foundation Advisors
California
$565K
MWM
1556
MBE Wealth Management
Wisconsin
$564K
WMS
1557
Wealth Management Strategies
Pennsylvania
$563K
CCM
1558
Condor Capital Management
New Jersey
$563K
MRI
1559
Mad River Investors
Massachusetts
$561K
CWP
1560
Cyndeo Wealth Partners
Florida
$560K
CGF
1561
Constant Guidance Financial
Massachusetts
$559K
BI
1562
Beckerman Institutional
New Jersey
$559K
PFG
1563
Pacific Financial Group
Washington
$559K
MCM
1564
Mengis Capital Management
Oregon
$559K
PWM
1565
PBMares Wealth Management
Virginia
$555K
SM
1566
Salzhauer Michael
$554K
BFS
1567
Beacon Financial Strategies
North Carolina
$553K
MCWS
1568
McKinley Carter Wealth Services
West Virginia
$552K
FWM
1569
ForthRight Wealth Management
Georgia
$550K
CST
1570
Charles Schwab Trust
Nevada
$550K
HCA
1571
Heck Capital Advisors
Wisconsin
$550K
DAC
1572
Dividend Assets Capital
South Carolina
$548K
BAAM
1573
Baker Avenue Asset Management
California
$546K
UWP
1574
Uniting Wealth Partners
Kansas
$545K
CFS
1575
Cannon Financial Strategists
Georgia
$545K