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Vanguard Dividend Appreciation ETF

2,303 hedge funds and large institutions have $45B invested in Vanguard Dividend Appreciation ETF in 2025 Q3 according to their latest regulatory filings, with 138 funds opening new positions, 909 increasing their positions, 843 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

1% more funds holding

Funds holding: 2,2792,303 (+24)

8% more repeat investments, than reductions

Existing positions increased: 909 | Existing positions reduced: 843

0.08% less ownership

Funds ownership: 46.11%46.03% (-0.08%)

Holders
2,303
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
247
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
PFP
226
Pinnacle Financial Partners
Tennessee
$20.5M
FM
227
Family Management
New York
$20.4M
VT
228
Vise Technologies
New York
$20.3M
BCWM
229
Ball & Co Wealth Management
Tennessee
$20.1M
SFG
230
Snider Financial Group
Washington
$20.1M
FWP
231
FAS Wealth Partners
Kansas
$19.7M
GFM
232
GEN Financial Management
Minnesota
$19.5M
AF
233
Amara Financial
California
$19.4M
KWM
234
Kingsview Wealth Management
Oregon
$19.3M
CRC
235
Curi RMB Capital
Illinois
$19.2M
GIA
236
Gladstone Institutional Advisory
Florida
$19.1M
WIC
237
Whitegate Investment Counselors
New Hampshire
$19M
JMFC
238
J.M. Forbes & Co
Massachusetts
$18.9M
SVWAG
239
Sound View Wealth Advisors Group
Georgia
$18.9M
CFG
240
Citizens Financial Group
Rhode Island
$18.9M
Natixis Advisors
241
Natixis Advisors
Massachusetts
$18.8M
CWA
242
CM Wealth Advisors
Ohio
$18.7M
CFA
243
Cahill Financial Advisors
Minnesota
$18.7M
FHA
244
Flagship Harbor Advisors
Massachusetts
$18.7M
SMC
245
Smith, Moore & Co
Missouri
$18.6M
FFA
246
Farther Finance Advisors
California
$18.5M
MSFS
247
Main Street Financial Solutions
Pennsylvania
$18.5M
HAFS
248
Hapanowicz & Associates Financial Services
Pennsylvania
$18.4M
WAG
249
Wheelhouse Advisory Group
Missouri
$18.2M
HA
250
Hanover Advisors
South Carolina
$18.1M