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Vanguard Dividend Appreciation ETF

2,451 hedge funds and large institutions have $47.6B invested in Vanguard Dividend Appreciation ETF in 2025 Q4 according to their latest regulatory filings, with 269 funds opening new positions, 1,019 increasing their positions, 807 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,451
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
265
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$100M
Puts
$11.1M
Net Calls
Net Calls Change

Top Buyers

1 +$753M
2 +$62.7M
3 +$62.1M
4
Raymond James Financial
Raymond James Financial
Florida
+$57.5M
5
Morgan Stanley
Morgan Stanley
New York
+$54.1M

Top Sellers

1 -$145M
2 -$120M
3 -$58.2M
4
Corient Private Wealth
Corient Private Wealth
Florida
-$45.5M
5
Two Sigma Investments
Two Sigma Investments
New York
-$24.3M
Name Holding Trade Value Shares
Change
Change in
Stake
TWP
2476
Total Wealth Planning
Ohio
CGF
2477
Constant Guidance Financial
Massachusetts
VPP
2478
Vertex Planning Partners
Illinois
M1FG
2479
Mach-1 Financial Group
Arkansas
TW
2480
TritonPoint Wealth
Maryland
IFPL
2481
Investments & Financial Planning LLC
Kentucky
BAM
2482
BTS Asset Management
Massachusetts
CQWA
2483
Chokshi & Queen Wealth Advisors
California
GRA
2484
Golden Road Advisors
Florida
DFS
2485
Dixon Fnancial Services
California
JFGLC
2486
Johnson Financial Group LLC (Colorado)
Colorado
CPP
2487
Capasso Planning Partners
South Carolina
DFA
2488
Davies Financial Advisors
California
VBA
2489
von Borstel & Associates
Oregon
AGA
2490
Arkos Global Advisors
Texas
GIM
2491
Goelzer Investment Management
Indiana
TF
2492
Tenon Financial
New Jersey
OGF
2493
Orin Green Financial
California
Bank Julius Baer & Co
2494
Bank Julius Baer & Co
Switzerland
FFB
2495
First Financial Bankshares
Texas
SWM
2496
SK Wealth Management
Rhode Island
WIM
2497
Waverton Investment Management
United Kingdom
DP
2498
DDD Partners
Washington
NCFG
2499
New Century Financial Group
New Jersey
BAM
2500
Boyar Asset Management
New York