VIG icon

Vanguard Dividend Appreciation ETF

2,316 hedge funds and large institutions have $45B invested in Vanguard Dividend Appreciation ETF in 2025 Q3 according to their latest regulatory filings, with 138 funds opening new positions, 913 increasing their positions, 849 reducing their positions, and 57 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: 913 | Existing positions reduced: 849

1% more funds holding in top 10

Funds holding in top 10: 244246 (+2)

0.17% less ownership

Funds ownership: 46.1%45.93% (-0.17%)

Holders
2,316
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
PWAM
1676
Private Wealth Asset Management
Iowa
$464K
SPI
1677
Santori & Peters Inc
Pennsylvania
$464K
PPA
1678
Pacific Point Advisors
California
$463K
MFS
1679
Madrona Financial Services
Washington
$463K
WF
1680
Welch & Forbes
Massachusetts
$463K
ERIC
1681
Eagle Rock Investment Company
Georgia
$462K
ICP
1682
Interchange Capital Partners
Pennsylvania
$461K
MCFP
1683
Mallini Complete Financial Planning
Florida
$461K
OWA
1684
Octavia Wealth Advisors
Ohio
$461K
AFW
1685
Atlantic Family Wealth
Florida
$457K
JWM
1686
Jeppson Wealth Management
California
$455K
CCA
1687
Cobblestone Capital Advisors
New York
$454K
SEP
1688
Southland Equity Partners
Missouri
$453K
HWMO
1689
Heritage Wealth Management (Ohio)
Ohio
$453K
OFG
1690
Omega Financial Group
California
$452K
NA
1691
Nestegg Advisors
New York
$451K
NWA
1692
New World Advisors
Massachusetts
$451K
AT
1693
American Trust
Kentucky
$449K
MWP
1694
Meridian Wealth Partners
Pennsylvania
$448K
DTC
1695
Davidson Trust Company
Washington
$447K
PPW
1696
Presilium Private Wealth
Pennsylvania
$447K
GHAM
1697
Gilman Hill Asset Management
Connecticut
$447K
TAFW
1698
Tred Avon Family Wealth
Maryland
$447K
CRWM
1699
Castle Rock Wealth Management
California
$446K
CCA
1700
Clarity Capital Advisors
Florida
$446K