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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
DFA
2026
Delta Financial Advisors
Louisiana
$256K +$249K +1,185 New
BL
2027
Balentine LLC
Georgia
$255K
LJAC
2028
L.J. Altfest & Co
New York
$254K +$840 +4 +0.3%
NSG
2029
Nalls Sherbakoff Group
Tennessee
$254K -$48.9K -233 -17%
GCM
2030
G2 Capital Management
Ohio
$254K -$13.7K -65 -5%
GFG
2031
Goldstone Financial Group
Illinois
$253K
MCM
2032
Marathon Capital Management
Maryland
$252K
BS
2033
Brighton Securities
New York
$252K -$61.3K -292 -20%
PEA
2034
Park Edge Advisors
Ohio
$252K +$630 +3 +0.3%
KWMG
2035
King Wealth Management Group
Florida
$252K
NWMG
2036
Nicholson Wealth Management Group
South Carolina
$252K +$29.6K +141 +14%
OWP
2037
ORG Wealth Partners
Texas
$251K +$241K +1,147 +6,372%
TSWM
2038
Triangle Securities Wealth Management
North Carolina
$251K +$210 +1 +0.1%
WIM
2039
Waverton Investment Management
United Kingdom
$251K
RK
2040
Rather & Kittrell
Tennessee
$251K -$1.26K -6 -0.5%
HIA
2041
HTG Investment Advisors
Connecticut
$250K +$243K +1,158 New
NRG
2042
Nemes Rush Group
Michigan
$249K +$630 +3 +0.3%
ST
2043
Spinnaker Trust
Maine
$248K -$60.7K -289 -20%
AA
2044
AF Advisors
California
$248K
PWP
2045
Prasad Wealth Partners
Ohio
$248K +$1.05K +5 +0.4%
MAA
2046
Mraz Amerine & Associates
California
$247K -$122K -581 -34%
IAS
2047
Insigneo Advisory Services
Florida
$247K -$206K -981 -46%
PWP
2048
Parkwoods Wealth Partners
New York
$247K
PWP
2049
Precedent Wealth Partners
Texas
$246K -$12.6K -60 -5%
GIA
2050
Guyasuta Investment Advisors
Pennsylvania
$246K +$16.8K +80 +8%

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.