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Vanguard Dividend Appreciation ETF

2,283 hedge funds and large institutions have $44.7B invested in Vanguard Dividend Appreciation ETF in 2025 Q3 according to their latest regulatory filings, with 134 funds opening new positions, 904 increasing their positions, 835 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,283
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
245
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$115M
Puts
$22.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
226
Ball & Co Wealth Management
Tennessee
$20.1M
SFG
227
Snider Financial Group
Washington
$20.1M
FWP
228
FAS Wealth Partners
Kansas
$19.7M
GFM
229
GEN Financial Management
Minnesota
$19.5M
AF
230
Amara Financial
California
$19.4M
KWM
231
Kingsview Wealth Management
Oregon
$19.3M
CRC
232
Curi RMB Capital
Illinois
$19.2M
GIA
233
Gladstone Institutional Advisory
Florida
$19.1M
WIC
234
Whitegate Investment Counselors
New Hampshire
$19M
JMFC
235
J.M. Forbes & Co
Massachusetts
$18.9M
SVWAG
236
Sound View Wealth Advisors Group
Georgia
$18.9M
CFG
237
Citizens Financial Group
Rhode Island
$18.9M
Natixis Advisors
238
Natixis Advisors
Massachusetts
$18.8M
CWA
239
CM Wealth Advisors
Ohio
$18.7M
CFA
240
Cahill Financial Advisors
Minnesota
$18.7M
FHA
241
Flagship Harbor Advisors
Massachusetts
$18.7M
SMC
242
Smith, Moore & Co
Missouri
$18.6M
FFA
243
Farther Finance Advisors
California
$18.5M
MSFS
244
Main Street Financial Solutions
Pennsylvania
$18.5M
HAFS
245
Hapanowicz & Associates Financial Services
Pennsylvania
$18.4M
WAG
246
Wheelhouse Advisory Group
Missouri
$18.2M
HA
247
Hanover Advisors
South Carolina
$18.1M
FPW
248
Flywheel Private Wealth
California
$18M
GVAG
249
Great Valley Advisor Group
Delaware
$18M
HSA
250
HBK Sorce Advisory
Pennsylvania
$17.9M