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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
CPWA
376
Cerro Pacific Wealth Advisors
California
$10.9M
CIA
377
Choate Investment Advisors
Massachusetts
$10.9M
NP
378
NorthRock Partners
Minnesota
$10.8M
Bank of Nova Scotia
379
Bank of Nova Scotia
Ontario, Canada
$10.8M
SFS
380
Security Financial Services
Indiana
$10.8M
BFAG
381
Blackston Financial Advisory Group
Florida
$10.8M
SCM
382
Spreng Capital Management
Ohio
$10.8M
MWM
383
Modern Wealth Management
Kansas
$10.7M
FAP
384
Financial Advisory Partners
Florida
$10.7M
FMWA
385
Forvis Mazars Wealth Advisors
Missouri
$10.7M
WPWM
386
Western Pacific Wealth Management
Illinois
$10.7M
IWC
387
Integrated Wealth Concepts
Massachusetts
$10.5M
CFP
388
Curran Financial Partners
South Carolina
$10.4M
OSAM
389
O'Shaughnessy Asset Management
Connecticut
$10.4M
SCA
390
Sandy Cove Advisors
Massachusetts
$10.2M
WA1
391
Wimmer Associates 1
California
$10.2M
SFP
392
Sandbox Financial Partners
Maryland
$10.2M
SLWA
393
San Luis Wealth Advisors
California
$10.1M
TNB
394
Thomasville National Bank
Georgia
$10.1M
MWP
395
MYCIO Wealth Partners
Pennsylvania
$10.1M
CastleKeep Investment Advisors
396
CastleKeep Investment Advisors
Connecticut
$10.1M
WWWM
397
White Wing Wealth Management
Texas
$10.1M
FHC
398
First Horizon Corporation
Tennessee
$10M
IA
399
IFG Advisory
Georgia
$10M
FP
400
Financial Perspectives
Minnesota
$9.98M