VIG icon

Vanguard Dividend Appreciation ETF

2,303 hedge funds and large institutions have $45B invested in Vanguard Dividend Appreciation ETF in 2025 Q3 according to their latest regulatory filings, with 138 funds opening new positions, 909 increasing their positions, 843 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

1% more funds holding

Funds holding: 2,2792,303 (+24)

8% more repeat investments, than reductions

Existing positions increased: 909 | Existing positions reduced: 843

0.08% less ownership

Funds ownership: 46.11%46.03% (-0.08%)

Holders
2,303
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
247
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$115M
Puts
$22.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
176
Montag & Associates
Georgia
$25M
CFGSD
177
Compass Financial Group (South Dakota)
South Dakota
$25M
CA
178
Capital Advantage
California
$24.7M
WBG
179
Wharton Business Group
Pennsylvania
$24.5M
SI
180
Stephens Inc
Arkansas
$24.3M
Two Sigma Investments
181
Two Sigma Investments
New York
$24.3M
WAP
182
Wealthcare Advisory Partners
Pennsylvania
$24.2M
CCM
183
Coldstream Capital Management
Washington
$24.1M
CCM
184
Consolidated Capital Management
California
$24M
CIC
185
Carnegie Investment Counsel
Ohio
$23.5M
GB
186
Goepper Burkhardt
South Carolina
$23.4M
Carson Wealth (CWM LLC)
187
Carson Wealth (CWM LLC)
Nebraska
$23.2M
FI
188
FIDELIS iM
Oregon
$23.2M
PRI
189
Prepared Retirement Institute
Pennsylvania
$23.1M
IA
190
IFP Advisors
Florida
$22.9M
Comerica Bank
191
Comerica Bank
Texas
$22.8M
AP
192
Americana Partners
Texas
$22.6M
IAN
193
Integrated Advisors Network
Texas
$22.4M
MWM
194
Mittelman Wealth Management
Massachusetts
$22.4M
NF
195
Nikulski Financial
Iowa
$22.4M
FC
196
Family CFO
California
$22.4M
NW
197
NewEdge Wealth
Pennsylvania
$22.2M
OIA
198
OneDigital Investment Advisors
Kansas
$22.2M
SS
199
SBI Securities
Japan
$22M
WWM
200
Western Wealth Management
Colorado
$22M