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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
CAL
351
Capital Analysts LLC
Pennsylvania
$12.1M
EFS
352
Essex Financial Services
Connecticut
$12M
BFO
353
Boston Family Office
Massachusetts
$11.9M
GWM
354
Global Wealth Management
New Jersey
$11.9M
WTC
355
WhitTier Trust Company
Nevada
$11.8M
CFA
356
CWS Financial Advisors
Michigan
$11.8M
CIA
357
Capital Investment Advisors
Georgia
$11.8M
WP
358
WealthShield Partners
North Carolina
$11.8M
GWMR
359
GC Wealth Management RIA
Massachusetts
$11.7M
SWA
360
Stratos Wealth Advisors
Ohio
$11.6M
CF
361
Conquis Financial
California
$11.5M
RC
362
Rovin Capital
Arizona
$11.5M
BlackRock
363
BlackRock
New York
$11.5M
HCM
364
Hengehold Capital Management
Ohio
$11.5M
SC
365
Swan Capital
Florida
$11.4M
VM
366
VPR Management
Texas
$11.4M
SWA
367
Safir Wealth Advisors
New Hampshire
$11.3M
SC
368
Savant Capital
Illinois
$11.2M
DI
369
DAGCO Inc
Ohio
$11.2M
GAM
370
Gotham Asset Management
New York
$11.1M
YWM
371
Yukon Wealth Management
Kansas
$11.1M
CFO
372
CVA Family Office
Colorado
$11.1M
WLIM
373
White Lighthouse Investment Management
Massachusetts
$11M
BIA
374
Bigelow Investment Advisors
Maine
$11M
CAG
375
Crestwood Advisors Group
Massachusetts
$11M