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Vanguard Dividend Appreciation ETF

2,315 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, 913 increasing their positions, 848 reducing their positions, and 57 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

Funds holding:

8% more repeat investments, than reductions

Existing positions increased: 913 | Existing positions reduced: 848

1% more funds holding in top 10

Funds holding in top 10: 244246 (+2)

0.17% less ownership

Funds ownership: 46.1%45.93% (-0.17%)

Holders
2,315
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
246
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
SFA
426
Souders Financial Advisors
Ohio
$9.37M
PFS
427
Prospera Financial Services
Texas
$9.37M
OCM
428
Orion Capital Management
California
$9.32M
PFA
429
Plotkin Financial Advisors
Maryland
$9.3M
HWA
430
Heritage Wealth Advisors
Virginia
$9.29M
CIA
431
Compass Ion Advisors
Pennsylvania
$9.25M
PWM
432
PMG Wealth Management
Illinois
$9.25M
GHA
433
GW Henssler & Associates
Georgia
$9.25M
BC
434
Brio Consultants
California
$9.2M
WIA
435
World Investment Advisors
California
$9.19M
FF
436
Formulate Financial
Florida
$9.17M
SPC
437
Sigma Planning Corp
Michigan
$9.15M
KWA
438
Kingswood Wealth Advisors
California
$9.08M
AWM
439
Aberdeen Wealth Management
Illinois
$9.07M
WF
440
Warner Financial
Maryland
$9.01M
NG
441
Northstar Group
New York
$8.99M
AAP
442
Arax Advisory Partners
Colorado
$8.98M
WKWM
443
Walter & Keenan Wealth Management
Indiana
$8.97M
ACI
444
Alpha Cubed Investments
California
$8.97M
SFM
445
Signet Financial Management
New Jersey
$8.97M
AAS
446
Ameritas Advisory Services
Nebraska
$8.92M
GG
447
Gleason Group
Kentucky
$8.85M
PFA
448
Pathway Financial Advisors
Vermont
$8.85M
CSB
449
City State Bank
Iowa
$8.8M
CIBC World Market
450
CIBC World Market
Ontario, Canada
$8.77M