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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
EW
1676
Elyxium Wealth
California
$475K
HSWS
1677
Higgins & Schmidt Wealth Strategies
Colorado
$474K
FWTB
1678
First Western Trust Bank
Colorado
$472K -$67.4K -321 -13%
LWM
1679
Liberty Wealth Management
California
$471K +$1.47K +7 +0.3%
VCP
1680
Verus Capital Partners
Arizona
$470K -$73.3K -349 -14%
PFP
1681
Paragon Financial Partners
California
$470K +$840 +4 +0.2%
I
1682
InvesTrust
Oklahoma
$467K
NRC
1683
New Republic Capital
North Carolina
$466K
CCM
1684
Chaney Capital Management
Washington
$465K
VAM
1685
Virtue Asset Management
Illinois
$465K +$453K +2,155 New
NL
1686
NVWM LLC
Pennsylvania
$464K
PWAM
1687
Private Wealth Asset Management
Iowa
$464K +$8.19K +39 +2%
SPI
1688
Santori & Peters Inc
Pennsylvania
$464K +$1.05K +5 +0.2%
PPA
1689
Pacific Point Advisors
California
$463K +$451K +2,147 New
MFS
1690
Madrona Financial Services
Washington
$463K
WF
1691
Welch & Forbes
Massachusetts
$463K +$65.7K +313 +17%
ERIC
1692
Eagle Rock Investment Company
Georgia
$462K
ICP
1693
Interchange Capital Partners
Pennsylvania
$461K +$210 +1 +0%
MCFP
1694
Mallini Complete Financial Planning
Florida
$461K
OWA
1695
Octavia Wealth Advisors
Ohio
$461K +$16.4K +78 +4%
AFW
1696
Atlantic Family Wealth
Florida
$457K
JWM
1697
Jeppson Wealth Management
California
$455K
CCA
1698
Cobblestone Capital Advisors
New York
$454K
SEP
1699
Southland Equity Partners
Missouri
$453K +$630 +3 +0.1%
HWMO
1700
Heritage Wealth Management (Ohio)
Ohio
$453K -$35.9K -171 -8%

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.