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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
SSWM
1801
Strait & Sound Wealth Management
California
$379K -$75K -357 -17%
GAM
1802
Grandview Asset Management
Pennsylvania
$379K +$420 +2 +0.1%
CIG
1803
Cairn Investment Group
Washington
$378K
PWMG
1804
Pioneer Wealth Management Group
Texas
$378K +$44.3K +211 +14%
DA
1805
Dover Advisors
Virginia
$377K -$31.9K -152 -8%
CAM
1806
Costello Asset Management
Pennsylvania
$377K +$630 +3 +0.2%
LWM
1807
LJI Wealth Management
Indiana
$376K +$10.1K +48 +3%
DFG
1808
Demars Financial Group
Washington
$376K -$15.1K -72 -4%
TFA
1809
Trinity Financial Advisors
Ohio
$375K +$630 +3 +0.2%
GF
1810
Gries Financial
Ohio
$375K +$116K +551 +46%
TFP
1811
Tilia Fiduciary Partners
North Carolina
$374K -$39.9K -190 -10%
VCP
1812
Vista Capital Partners
Oregon
$374K -$17.9K -85 -5%
GRA
1813
Golden Road Advisors
Florida
$374K +$364K +1,731 New
CWMP
1814
Clarion Wealth Managment Partners
Virginia
$373K -$1.05K -5 -0.3%
SFG
1815
Shum Financial Group
California
$373K +$363K +1,728 New
GFG
1816
Grantvest Financial Group
New Jersey
$370K -$10.5K -50 -3%
LAMNM
1817
Longview Asset Management (New Mexico)
New Mexico
$369K
PWG
1818
Private Wealth Group
Florida
$369K
NFSG
1819
Newbridge Financial Services Group
Florida
$369K -$1.89K -9 -0.5%
EC
1820
Eaton-Cambridge
Arizona
$368K -$5.25K -25 -1%
FNC
1821
First National Corp
Massachusetts
$368K
WCM
1822
Whitener Capital Management
North Carolina
$368K +$10.5K +50 +3%
TIM
1823
Tortoise Investment Management
New York
$367K +$31.5K +150 +10%
RPWA
1824
Regent Peak Wealth Advisors
Georgia
$365K +$356K +1,693 New
SAM
1825
Summit Asset Management
Tennessee
$364K

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.