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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
AIP
1951
ARS Investment Partners
New York
$295K +$287K +1,369 New
DWG
1952
Darden Wealth Group
Michigan
$295K +$287K +1,368 New
BFG
1953
Baron Financial Group
New Jersey
$295K
SWMP
1954
Signature Wealth Management Partners
New Jersey
$295K
GAM
1955
Gould Asset Management
California
$294K +$24.8K +118 +9%
XT
1956
XTX Topco
Cayman Islands
$293K +$285K +1,359 New
MPIM
1957
McGinn Penninger Investment Management
Virginia
$292K -$112K -534 -28%
SA
1958
Sonoma Allocations
California
$291K +$285K +1,355 New
GWMIA
1959
Global Wealth Management Investment Advisory
Florida
$291K
MCCP
1960
Mission Creek Capital Partners
California
$291K -$210 -1 -0.1%
RF
1961
Robinswood Financial
Washington
$291K -$46.2K -220 -14%
CSA
1962
Cottage Street Advisors
Massachusetts
$290K +$25.6K +122 +10%
FAT
1963
First American Trust
California
$290K +$420 +2 +0.1%
TF
1964
Tenon Financial
New Jersey
$289K +$420 +2 +0.1%
EWM
1965
EPG Wealth Management
Georgia
$289K -$9.45K -45 -3%
AFAS
1966
Acorn Financial Advisory Services
Virginia
$288K +$10.1K +48 +4%
SCP
1967
Shorepoint Capital Partners
Massachusetts
$288K +$281K +1,336 New
WWM
1968
Wolff Wiese Magana
California
$288K
VIP
1969
Vista Investment Partners
Oklahoma
$287K -$6.93K -33 -2%
BHWM
1970
Bay Harbor Wealth Management
Maryland
$287K
CHC
1971
City Holding Co
West Virginia
$287K -$5.25K -25 -2%
VW
1972
Vance Wealth
California
$286K
PWPS
1973
Pinnacle Wealth Planning Services
Ohio
$286K -$41.4K -197 -13%
JWS
1974
Juncture Wealth Strategies
Arizona
$286K -$28.1K -134 -9%
CIA
1975
Caerus Investment Advisors
Texas
$285K

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.