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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
Bank of America
1
Bank of America
North Carolina
$4.59B -$6.25M -29,756 -0.1%
Morgan Stanley
2
Morgan Stanley
New York
$2.7B -$31.1M -148,002 -1%
Wells Fargo
3
Wells Fargo
California
$2.28B -$18.2M -86,530 -0.8%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.28B +$16.2M +76,924 +0.7%
Wealthfront Advisers
5
Wealthfront Advisers
California
$2.07B +$106M +502,464 +6%
LPL Financial
6
LPL Financial
California
$1.48B +$77.4M +368,359 +6%
UBS Group
7
UBS Group
Switzerland
$1.37B -$47M -224,002 -3%
HWM
8
HB Wealth Management
Georgia
$1.18B +$62.1M +295,707 +6%
Raymond James Financial
9
Raymond James Financial
Florida
$1.15B -$7.5M -35,696 -0.7%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$862M +$24.8M +118,065 +3%
JP Morgan Chase
11
JP Morgan Chase
New York
$673M -$8.82M -41,978 -1%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$612M -$32.4M -154,415 -5%
Prudential Financial
13
Prudential Financial
New Jersey
$585M -$285M -1,356,934 -33%
Ameriprise
14
Ameriprise
Minnesota
$543M -$1.04M -4,969 -0.2%
HighTower Advisors
15
HighTower Advisors
Illinois
$506M +$15.2M +72,180 +3%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$491M -$19.6M -93,220 -4%
S
17
SignatureFD
Georgia
$439M +$1.02M +4,843 +0.2%
Osaic Holdings
18
Osaic Holdings
Arizona
$391M +$49.1M +233,683 +15%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$350M +$21.3M +101,631 +7%
MWM
20
Modera Wealth Management
New Jersey
$344M +$10.1M +47,994 +3%
Corient Private Wealth
21
Corient Private Wealth
Florida
$340M +$155M +738,266 +88%
Jones Financial Companies
22
Jones Financial Companies
Missouri
$332M +$30.9M +147,254 +11%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$321M +$181K +863 +0.1%
Mariner
24
Mariner
Kansas
$299M -$4.67M -22,250 -2%
JIC
25
Joel Isaacson & Co
New York
$278M +$3.27M +15,563 +1%

VIG Hedge Fund Activity: Q3 2025 in Review

2,330 of the 7,619 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.