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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
AWM
1776
Ariadne Wealth Management
California
$397K
PCM
1777
Pennsylvania Capital Management
Pennsylvania
$396K +$3.15K +15 +0.8%
LCM
1778
Liberty Capital Management
Michigan
$396K
CQWA
1779
Chokshi & Queen Wealth Advisors
California
$395K
WA
1780
Westfuller Advisors
New York
$395K -$49.1K -234 -11%
WCAMG
1781
Woodard & Company Asset Management Group
North Carolina
$394K
JWM
1782
Jupiter Wealth Management
Colorado
$393K
SWM
1783
SilverOak Wealth Management
Minnesota
$391K +$381K +1,812 New
EA
1784
Ellsworth Advisors
Ohio
$391K +$2.94K +14 +0.8%
LWM
1785
Lyell Wealth Management
California
$391K
ML
1786
Mayport LLC
Massachusetts
$390K -$68.5K -326 -15%
TFA
1787
Teamwork Financial Advisors
Texas
$388K -$20.6K -98 -5%
BC
1788
Barnett & Company
Tennessee
$388K
CRI
1789
Commonwealth Retirement Investments
Virginia
$385K -$13.2K -63 -3%
DAS
1790
Diversify Advisory Services
Utah
$385K +$39.7K +189 +12%
HAS
1791
Holland Advisory Services
Florida
$384K
IAP
1792
Indie Asset Partners
Indiana
$383K +$66.1K +315 +22%
HAP
1793
Harbor Asset Planning
Massachusetts
$383K +$1.47K +7 +0.4%
WIA
1794
Wealthedge Investment Advisors
New York
$382K -$11.3K -54 -3%
LWM
1795
Level Wealth Management
North Carolina
$382K -$4.62K -22 -1%
VW
1796
Veridan Wealth
Oregon
$381K +$371K +1,766 New
NA
1797
Navellier & Associates
Nevada
$381K +$1.47K +7 +0.4%
FG
1798
Fairman Group
Pennsylvania
$381K +$1.47K +7 +0.4%
CPSC
1799
Carl P. Sherr & Co
Massachusetts
$380K
SPWG
1800
Syntegra Private Wealth Group
Missouri
$379K -$18.5K -88 -5%

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.