We are live on ! Find out more
VIG icon

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
XPN
1976
XY Planning Network
Montana
$284K
RFA
1977
Reyes Financial Architecture
California
$283K
CPA
1978
Cathy Pareto & Associates
Florida
$283K +$840 +4 +0.3%
CWP
1979
Concord Wealth Partners
Virginia
$283K +$840 +4 +0.3%
OGF
1980
Orin Green Financial
California
$282K +$274K +1,307 New
CA
1981
Cannon Advisors
North Carolina
$282K +$273K +1,298 New
PCA
1982
Peddock Capital Advisors
Massachusetts
$281K
FSWA
1983
Financial Synergies Wealth Advisors
Texas
$281K +$3.57K +17 +1%
NLP
1984
Next Level Private
New York
$281K +$24.6K +117 +10%
SC
1985
Schubert & Co
Texas
$281K
Bank Julius Baer & Co
1986
Bank Julius Baer & Co
Switzerland
$281K -$147K -700 -35%
PSA
1987
Plum Street Advisors
Louisiana
$280K -$70.1K -334 -20%
CWA
1988
Clearview Wealth Advisors
Oregon
$280K -$1.26K -6 -0.5%
I
1989
IMPACTfolio
Colorado
$279K +$272K +1,293 New
AIC
1990
Argus Investors Counsel
New York
$279K
AFA
1991
Alpha Financial Advisors
North Carolina
$278K -$27.1K -129 -9%
MAM
1992
MWA Asset Management
Massachusetts
$278K -$11.6K -55 -4%
RMC
1993
Resources Management Corp
Connecticut
$277K
HP
1994
Haven Private
Florida
$276K
FWP
1995
Firethorn Wealth Partners
Georgia
$274K +$10.1K +48 +4%
ACM
1996
Accent Capital Management
Ohio
$272K
EAM
1997
Empirical Asset Management
Massachusetts
$271K
FFB
1998
First Financial Bankshares
Texas
$270K -$840 -4 -0.3%
TCOT
1999
Trust Company of Toledo
Ohio
$268K -$5.25K -25 -2%
PCS
2000
Private Client Services
Kentucky
$268K -$69.1K -329 -21%

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.