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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
WLIM
376
White Lighthouse Investment Management
Massachusetts
$11M
BIA
377
Bigelow Investment Advisors
Maine
$11M
CAG
378
Crestwood Advisors Group
Massachusetts
$11M
CPWA
379
Cerro Pacific Wealth Advisors
California
$10.9M
CIA
380
Choate Investment Advisors
Massachusetts
$10.9M
NP
381
NorthRock Partners
Minnesota
$10.8M
Bank of Nova Scotia
382
Bank of Nova Scotia
Ontario, Canada
$10.8M
SFS
383
Security Financial Services
Indiana
$10.8M
BFAG
384
Blackston Financial Advisory Group
Florida
$10.8M
SCM
385
Spreng Capital Management
Ohio
$10.8M
MWM
386
Modern Wealth Management
Kansas
$10.7M
FAP
387
Financial Advisory Partners
Florida
$10.7M
FMWA
388
Forvis Mazars Wealth Advisors
Missouri
$10.7M
WPWM
389
Western Pacific Wealth Management
Illinois
$10.7M
IWC
390
Integrated Wealth Concepts
Massachusetts
$10.5M
CFP
391
Curran Financial Partners
South Carolina
$10.4M
OSAM
392
O'Shaughnessy Asset Management
Connecticut
$10.4M
SCA
393
Sandy Cove Advisors
Massachusetts
$10.2M
WA1
394
Wimmer Associates 1
California
$10.2M
SFP
395
Sandbox Financial Partners
Maryland
$10.2M
SLWA
396
San Luis Wealth Advisors
California
$10.1M
TNB
397
Thomasville National Bank
Georgia
$10.1M
MWP
398
MYCIO Wealth Partners
Pennsylvania
$10.1M
CastleKeep Investment Advisors
399
CastleKeep Investment Advisors
Connecticut
$10.1M
WWWM
400
White Wing Wealth Management
Texas
$10.1M