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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
SEM
1926
Suncoast Equity Management
Florida
$315K +$840 +4 +0.3%
MPWS
1927
McCarter Private Wealth Services
Massachusetts
$315K
ST
1928
Sentinel Trust
Texas
$314K
TCB
1929
Texas Capital Bancshares
Texas
$314K
MG
1930
McHugh Group
Ohio
$313K
RIS
1931
Retirement Income Solutions
Michigan
$312K
GIM
1932
Goelzer Investment Management
Indiana
$312K
SHWM
1933
Smith & Howard Wealth Management
Georgia
$308K
BGAI
1934
Bruce G. Allen Investments
Colorado
$306K +$840 +4 +0.3%
MCM
1935
MV Capital Management
Maryland
$306K
PFA
1936
Petra Financial Advisors
Colorado
$305K
AIS
1937
American Investment Services
Massachusetts
$305K +$12.4K +59 +4%
WCM
1938
Windsor Capital Management
Arizona
$304K -$6.72K -32 -2%
CCA
1939
Checchi Capital Advisers
California
$304K
WFP
1940
Wrenne Financial Planning
Kentucky
$303K
DA
1941
Dash Acquisitions
California
$301K +$12.2K +58 +4%
BMC
1942
Beaton Management Company
Massachusetts
$300K +$292K +1,389 New
MCP
1943
Mirador Capital Partners
California
$300K -$1.26K -6 -0.4%
AWM
1944
Able Wealth Management
New Jersey
$300K -$262K -1,250 -47%
FA
1945
Fountainhead AM
New Jersey
$299K +$57.1K +272 +24%
CAG
1946
Compass Advisory Group
New York
$299K +$1.26K +6 +0.4%
UFA
1947
Uptown Financial Advisors
Texas
$299K
VBFP
1948
Valtinson Bruner Financial Planning
Minnesota
$297K +$19.1K +91 +7%
JEST
1949
JTC Employer Solutions Trustee
Jersey
$297K
TI
1950
Truepoint Inc
Ohio
$296K -$56.5K -269 -16%

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.