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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
HCWM
2126
Hidden Cove Wealth Management
Washington
$214K -$210 -1 -0.1%
EPAM
2127
Evelyn Partners Asset Management
$214K
MPM
2128
Meritage Portfolio Management
Kansas
$213K
PWA
2129
Phoenix Wealth Advisors
North Carolina
$213K
BCM
2130
Barden Capital Management
Texas
$213K +$207K +986 New
GPA
2131
Guerra Pan Advisors
New Jersey
$213K
GGI
2132
Godsey & Gibb Inc
Virginia
$212K
VBCG
2133
Valley Brook Capital Group
Pennsylvania
$211K +$205K +977 New
NB
2134
NBT Bank
New York
$211K +$13.4K +64 +7%
TCOTS
2135
Trust Company of the South
North Carolina
$210K +$205K +975 New
IW
2136
Imprint Wealth
South Carolina
$210K +$205K +974 New
TAM
2137
Tealwood Asset Management
Minnesota
$210K +$205K +975 New
CCA
2138
Clearwater Capital Advisors
Illinois
$210K -$15.5K -74 -7%
MM
2139
Morangie Management
Florida
$209K +$204K +970 New
AFG
2140
Altiora Financial Group
Ohio
$208K +$203K +965 New
NJIM
2141
Nabity-Jensen Investment Management
Nebraska
$207K +$202K +960 New
VF
2142
Vestment Financial
Minnesota
$207K +$200K +954 New
CWM
2143
Copia Wealth Management
Oregon
$207K
FDCP
2144
Foster Dykema Cabot & Partners
Massachusetts
$206K
AFA
2145
AA Financial Advisors
Ohio
$206K +$201K +955 New
FSBI
2146
Fearless Solutions (Best Invest)
Texas
$206K +$200K +954 New
SIA
2147
SeaBridge Investment Advisors
New Jersey
$205K +$200K +951 New
HWMT
2148
Heritage Wealth Management (Texas)
Texas
$205K +$199K +950 New
WC
2149
Westhampton Capital
North Carolina
$205K +$199K +949 New
BIA
2150
Benchmark Investment Advisors
Illinois
$203K +$198K +943 New

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.