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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
DWM
301
Dakota Wealth Management
Florida
$14.4M
PWW
302
Pettyjohn Wood & White
Virginia
$14.3M
SEIA
303
Signature Estate & Investment Advisors
California
$14.2M
PWM
304
Perigon Wealth Management
California
$14.1M
TWC
305
TD Waterhouse Canada
Ontario, Canada
$14.1M
SFC
306
Strategic Financial Concepts
Texas
$14M
AIM
307
Allen Investment Management
New York
$14M
CCB
308
Country Club Bank
Missouri
$13.9M
OHIS
309
Oak Harvest Investment Services
Texas
$13.8M
PIMG
310
Patriot Investment Management Group
Tennessee
$13.8M
TF
311
Trek Financial
Arizona
$13.8M
WT
312
Whittier Trust
California
$13.8M
JWA
313
JFS Wealth Advisors
Pennsylvania
$13.7M
MAG
314
M3 Advisory Group
Massachusetts
$13.5M
ONB
315
Old National Bancorp
Indiana
$13.5M
MWA
316
Meridian Wealth Advisors
Texas
$13.4M
DI
317
DDFG Inc
California
$13.4M
AC
318
Apella Capital
Connecticut
$13.4M
EWM
319
Evergreen Wealth Management
Michigan
$13.4M
BMCM
320
Bryn Mawr Capital Management
Pennsylvania
$13.1M
AFG
321
Albion Financial Group
Utah
$13.1M
MGIA
322
Moneta Group Investment Advisors
Missouri
$13.1M
MCM
323
Mendel Capital Management
Arkansas
$13.1M
GC
324
Garde Capital
Washington
$13.1M
ACM
325
Allred Capital Management
Texas
$13M