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Vanguard Dividend Appreciation ETF

2,290 hedge funds and large institutions have $44.8B invested in Vanguard Dividend Appreciation ETF in 2025 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 907 increasing their positions, 837 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,290
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
FM
226
Family Management
New York
$20.4M
VT
227
Vise Technologies
New York
$20.3M
BCWM
228
Ball & Co Wealth Management
Tennessee
$20.1M
SFG
229
Snider Financial Group
Washington
$20.1M
FWP
230
FAS Wealth Partners
Kansas
$19.7M
GFM
231
GEN Financial Management
Minnesota
$19.5M
AF
232
Amara Financial
California
$19.4M
KWM
233
Kingsview Wealth Management
Oregon
$19.3M
CRC
234
Curi RMB Capital
Illinois
$19.2M
GIA
235
Gladstone Institutional Advisory
Florida
$19.1M
WIC
236
Whitegate Investment Counselors
New Hampshire
$19M
JMFC
237
J.M. Forbes & Co
Massachusetts
$18.9M
SVWAG
238
Sound View Wealth Advisors Group
Georgia
$18.9M
CFG
239
Citizens Financial Group
Rhode Island
$18.9M
Natixis Advisors
240
Natixis Advisors
Massachusetts
$18.8M
CWA
241
CM Wealth Advisors
Ohio
$18.7M
CFA
242
Cahill Financial Advisors
Minnesota
$18.7M
FHA
243
Flagship Harbor Advisors
Massachusetts
$18.7M
SMC
244
Smith, Moore & Co
Missouri
$18.6M
FFA
245
Farther Finance Advisors
California
$18.5M
MSFS
246
Main Street Financial Solutions
Pennsylvania
$18.5M
HAFS
247
Hapanowicz & Associates Financial Services
Pennsylvania
$18.4M
WAG
248
Wheelhouse Advisory Group
Missouri
$18.2M
HA
249
Hanover Advisors
South Carolina
$18.1M
FPW
250
Flywheel Private Wealth
California
$18M