We are live on ! Find out more
VIG icon

Vanguard Dividend Appreciation ETF

2,514 hedge funds and large institutions have $48.1B invested in Vanguard Dividend Appreciation ETF in 2025 Q4 according to their latest regulatory filings, with 306 funds opening new positions, 1,029 increasing their positions, 819 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

806% more call options, than puts

Call options by funds: $100M | Put options by funds: $11.1M

337% more first-time investments, than exits

New positions opened: 306 | Existing positions closed: 70

26% more repeat investments, than reductions

Existing positions increased: 1,029 | Existing positions reduced: 819

12% more funds holding in top 10

Funds holding in top 10: 247276 (+29)

8% more funds holding

Funds holding: 2,3292,514 (+185)

7% more capital invested

Capital invested by funds: $45B → $48.1B (+$3.11B)

1.64% more ownership

Funds ownership: 46.01%47.64% (+1.6%)

Holders
2,514
Holders Change
+185
Holders Change %
+7.94%
% of All Funds
30.59%
Holding in Top 10
276
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+11.74%
% of All Funds
3.36%
New
306
Increased
1,029
Reduced
819
Closed
70
Calls
$100M
Puts
$11.1M
Net Calls
+$89.3M
Net Calls Change
-$3.07M
Name Holding Trade Value Shares
Change
Change in
Stake
DC
1626
Dahring Cusmano
Michigan
$623K -$1.75K -8 -0.3%
FA
1627
Financial Alternatives
California
$622K +$218 +1 +0%
ABLA
1628
Alan B. Lancz & Associates
Ohio
$620K +$87.4K +400 +17%
DA
1629
Dover Advisors
Virginia
$619K +$235K +1,076 +62%
CAM
1630
Clark Asset Management
New Hampshire
$619K -$306K -1,401 -33%
LWA
1631
LifeGoal Wealth Advisors
New York
$616K -$27.3K -125 -4%
SFC
1632
SYM Financial Corp
Indiana
$616K -$152K -696 -20%
LW
1633
Libra Wealth
California
$615K
BC
1634
Bowman & Company
Wisconsin
$614K +$7.87K +36 +1%
EP
1635
Edgestream Partners
New Jersey
$613K +$344K +1,576 +130%
OWA
1636
Octavia Wealth Advisors
Ohio
$610K +$142K +649 +31%
WA
1637
Walsh & Associates
Florida
$609K +$606K +2,773 New
CANC
1638
Culbertson A N & Co
Virginia
$608K
SCA
1639
Scott Capital Advisors
Oregon
$608K -$6.12K -28 -1%
TWM
1640
TopTier Wealth Management
Wisconsin
$605K +$602K +2,754 New
BA
1641
Blueline Advisors
New Hampshire
$605K +$602K +2,753 New
CVA
1642
Central Valley Advisors
California
$605K
CA
1643
Claro Advisors
Massachusetts
$603K +$1.31K +6 +0.2%
UAG
1644
United Advisor Group
Ohio
$602K +$3.28K +15 +0.6%
FWA
1645
FSM Wealth Advisors
Ohio
$601K -$54.6K -250 -8%
IF
1646
Intrua Financial
Texas
$601K -$85K -389 -12%
AFA
1647
Avant Financial Advisors
Texas
$600K +$4.81K +22 +0.8%
JWM
1648
Johnson Wealth Management
North Dakota
$600K +$597K +2,731 New
BBA
1649
BLB&B Advisors
Pennsylvania
$599K -$10.7K -49 -2%
HPIA
1650
Hamilton Point Investment Advisors
North Carolina
$599K +$54.6K +250 +10%