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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
UCFA
351
United Capital Financial Advisors
Texas
$12.3M
RIA
352
Regal Investment Advisors
Michigan
$12.2M
PA
353
Parallel Advisors
California
$12.1M
CAL
354
Capital Analysts LLC
Pennsylvania
$12.1M
EFS
355
Essex Financial Services
Connecticut
$12M
BFO
356
Boston Family Office
Massachusetts
$11.9M
GWM
357
Global Wealth Management
New Jersey
$11.9M
WTC
358
WhitTier Trust Company
Nevada
$11.8M
CFA
359
CWS Financial Advisors
Michigan
$11.8M
CIA
360
Capital Investment Advisors
Georgia
$11.8M
WP
361
WealthShield Partners
North Carolina
$11.8M
GWMR
362
GC Wealth Management RIA
Massachusetts
$11.7M
SWA
363
Stratos Wealth Advisors
Ohio
$11.6M
CF
364
Conquis Financial
California
$11.5M
RC
365
Rovin Capital
Arizona
$11.5M
BlackRock
366
BlackRock
New York
$11.5M
HCM
367
Hengehold Capital Management
Ohio
$11.5M
SC
368
Swan Capital
Florida
$11.4M
VM
369
VPR Management
Texas
$11.4M
SWA
370
Safir Wealth Advisors
New Hampshire
$11.3M
SC
371
Savant Capital
Illinois
$11.2M
DI
372
DAGCO Inc
Ohio
$11.2M
GAM
373
Gotham Asset Management
New York
$11.1M
YWM
374
Yukon Wealth Management
Kansas
$11.1M
CFO
375
CVA Family Office
Colorado
$11.1M