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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
SAS
2001
SMI Advisory Services
Indiana
$268K
AWM
2002
AllSquare Wealth Management
New York
$267K
ISB
2003
Iowa State Bank
Iowa
$267K
JF
2004
Joule Financial
Kentucky
$266K +$258K +1,230 New
OFS
2005
Oldfather Financial Services
Nebraska
$265K -$5.04K -24 -2%
LOPW
2006
Live Oak Private Wealth
North Carolina
$265K
ZIG
2007
Zullo Investment Group
Pennsylvania
$264K
GFP
2008
Gryphon Financial Partners
Ohio
$263K -$337K -1,604 -57%
PP
2009
Pacifica Partners
Canada
$263K +$840 +4 +0.3%
OPA
2010
Old Port Advisors
Maine
$263K
HR
2011
Howe & Rusling
New York
$262K
EP
2012
Edgestream Partners
New Jersey
$262K +$255K +1,213 New
KCP
2013
Kera Capital Partners
California
$261K -$630 -3 -0.2%
IP
2014
Isthmus Partners
Wisconsin
$261K
WG
2015
Watchman Group
Texas
$261K +$5.88K +28 +2%
POIA
2016
Pin Oak Investment Advisors
Texas
$261K
RWS
2017
Resolute Wealth Strategies
Mississippi
$261K +$1.05K +5 +0.4%
RWMG
2018
Redwood Wealth Management Group
New Jersey
$260K
ST
2019
Sageworth Trust
Pennsylvania
$260K -$65.9K -314 -21%
LFP
2020
Lakeshore Financial Planning
Michigan
$259K +$17K +81 +7%
KFC
2021
Klingenstein Fields & Co
New York
$258K
SWM
2022
SK Wealth Management
Rhode Island
$257K +$1.05K +5 +0.4%
FF
2023
Francis Financial
$257K
Allspring Global Investments
2024
Allspring Global Investments
North Carolina
$257K +$249K +1,186 New
BHWA
2025
Beacon Harbor Wealth Advisors
Virginia
$256K

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.