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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
KWM
1826
KW Wealth Management
California
$364K +$355K +1,689 New
SIM
1827
Seaview Investment Managers
Florida
$364K -$269K -1,281 -43%
SM
1828
Sensible Money
Arizona
$360K
QFA
1829
Quantum Financial Advisors
California
$360K +$350K +1,668 New
AWM
1830
Abound Wealth Management
Tennessee
$360K +$92.8K +442 +36%
WF
1831
WinCap Financial
Massachusetts
$359K -$17.4K -83 -5%
WBC
1832
West Branch Capital
Massachusetts
$359K
BFF
1833
Byrne Financial Freedom
Massachusetts
$359K +$210 +1 +0.1%
RF
1834
RHS Financial
California
$359K
LIA
1835
Lynx Investment Advisory
District of Columbia
$358K +$420 +2 +0.1%
SFG
1836
Sather Financial Group
Texas
$356K
BTWM
1837
Brass Tax Wealth Management
Ohio
$356K +$72.9K +347 +27%
MAM
1838
Milestone Asset Management
Pennsylvania
$354K +$344K +1,639 New
CD
1839
Chapin Davis
Maryland
$354K +$210 +1 +0.1%
LWA
1840
Lineweaver Wealth Advisors
Ohio
$354K
BNP Paribas Financial Markets
1841
BNP Paribas Financial Markets
France
$353K +$84.4K +402 +33%
CG
1842
CFO4Life Group
Texas
$353K +$420 +2 +0.1%
WN
1843
Williams & Novak
California
$353K -$21K -100 -6%
LWM
1844
Lodestone Wealth Management
Washington
$352K +$5.67K +27 +2%
WC
1845
Whitney & Co
New York
$352K +$1.05K +5 +0.3%
CWA
1846
Canvas Wealth Advisors
Kansas
$351K
GC
1847
GatePass Capital
Ohio
$351K
GP
1848
Greenline Partners
New York
$350K
HCM
1849
HMS Capital Management
Tennessee
$350K
LHWM
1850
Lake Hills Wealth Management
Texas
$350K

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.