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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
APG
1726
Abacus Planning Group
South Carolina
$439K +$630 +3 +0.1%
CWM
1727
Cahaba Wealth Management
Georgia
$437K -$4.83K -23 -1%
FPW
1728
Flagship Private Wealth
Massachusetts
$437K -$163K -774 -28%
JJBC
1729
James J. Burns & Company
New York
$437K -$20.4K -97 -5%
SMG
1730
Smart Money Group
Texas
$435K +$27.7K +132 +7%
CSIC
1731
Clifford Swan Investment Counsel
California
$432K -$45.8K -218 -10%
FWM
1732
Finer Wealth Management
Massachusetts
$432K
GFWA
1733
Grey Fox Wealth Advisors
Delaware
$429K +$29.6K +141 +8%
TWP
1734
Triad Wealth Partners
Kansas
$428K +$417K +1,986 New
OCM
1735
Orleans Capital Management
Louisiana
$428K -$116K -552 -22%
CWA
1736
Continuum Wealth Advisors
New York
$428K +$840 +4 +0.2%
NFP
1737
Narus Financial Partners
Utah
$427K +$52.1K +248 +14%
IFA
1738
Index Fund Advisors
California
$425K
DI
1739
Disciplined Investments
Oklahoma
$424K -$33K -157 -7%
OWA
1740
Outlook Wealth Advisors
Texas
$424K +$30.2K +144 +8%
WW
1741
Waterfront Wealth
Kansas
$423K -$50.4K -240 -11%
HW
1742
Hancock Whitney
Mississippi
$423K -$6.93K -33 -2%
OSNBOA
1743
Old Second National Bank of Aurora
Illinois
$422K -$46.2K -220 -10%
HA
1744
Herold Advisors
New York
$421K -$592K -2,821 -59%
RIM
1745
Redwood Investment Management
Arizona
$419K +$1.89K +9 +0.5%
IFPL
1746
Investments & Financial Planning LLC
Kentucky
$419K +$210 +1 +0.1%
WA
1747
Wealthstream Advisors
New York
$418K
SF
1748
Strategent Financial
Virginia
$418K
T. Rowe Price Associates
1749
T. Rowe Price Associates
Maryland
$417K
SIC
1750
Sterling Investment Counsel
New York
$417K +$406K +1,932 New

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.