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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
FA
2151
Fermata Advisors
California
$203K +$197K +939 New
OAS
2152
Optivise Advisory Services
Tennessee
$202K -$99.3K -473 -34%
VWMG
2153
Virginia Wealth Management Group
Virginia
$202K +$196K +935 New
CA
2154
CapWealth Advisors
Tennessee
$201K +$196K +933 New
HFP
2155
Holistic Financial Partners
Indiana
$201K +$196K +931 New
EFA
2156
Edge Financial Advisors
Illinois
$201K +$195K +930 New
SIA
2157
Soltis Investment Advisors
Utah
$201K +$195K +930 New
CS
2158
Capital Square
Tennessee
$200K +$195K +928 New
LA
2159
LVW Advisors
New York
$200K -$14.5K -69 -7%
IHL
2160
Investment House LLC
California
$200K +$195K +927 New
SWA
2161
SOA Wealth Advisors
New York
$197K +$126K +600 +192%
GIA
2162
GHP Investment Advisors
Colorado
$195K -$119K -565 -38%
KG
2163
Kilter Group
New York
$195K -$83.6K -398 -31%
MM
2164
Main Management
California
$193K +$12.6K +60 +7%
RBC
2165
Roble Belko & Company
Pennsylvania
$190K
ME
2166
McIlrath & Eck
Washington
$186K
RCM
2167
Richardson Capital Management
Wisconsin
$177K -$192K -912 -53%
FPF
2168
First Pacific Financial
Washington
$176K -$26.3K -125 -13%
HWA
2169
Heartwood Wealth Advisors
Virginia
$175K +$170K +811 New
MEG
2170
Millstone Evans Group
Colorado
$172K
SR
2171
Syntax Research
Florida
$164K +$630 +3 +0.4%
WAS
2172
Winch Advisory Services
Wisconsin
$163K +$20.8K +99 +15%
CT
2173
Clearstead Trust
Maine
$156K -$27.7K -132 -15%
CTA
2174
Colonial Trust Advisors
South Carolina
$156K +$14.9K +71 +11%
VC
2175
Vestor Capital
Illinois
$154K +$96.2K +458 +179%

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.