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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
PFA
426
Plotkin Financial Advisors
Maryland
$9.3M
HWA
427
Heritage Wealth Advisors
Virginia
$9.29M
CIA
428
Compass Ion Advisors
Pennsylvania
$9.25M
PWM
429
PMG Wealth Management
Illinois
$9.25M
BC
430
Brio Consultants
California
$9.2M
WIA
431
World Investment Advisors
California
$9.19M
FF
432
Formulate Financial
Florida
$9.17M
SPC
433
Sigma Planning Corp
Michigan
$9.15M
KWA
434
Kingswood Wealth Advisors
California
$9.08M
AWM
435
Aberdeen Wealth Management
Illinois
$9.07M
WF
436
Warner Financial
Maryland
$9.01M
NG
437
Northstar Group
New York
$8.99M
AAP
438
Arax Advisory Partners
Colorado
$8.98M
WKWM
439
Walter & Keenan Wealth Management
Indiana
$8.97M
ACI
440
Alpha Cubed Investments
California
$8.97M
SFM
441
Signet Financial Management
New Jersey
$8.97M
AAS
442
Ameritas Advisory Services
Nebraska
$8.92M
GG
443
Gleason Group
Kentucky
$8.85M
PFA
444
Pathway Financial Advisors
Vermont
$8.85M
CSB
445
City State Bank
Iowa
$8.8M
CIBC World Market
446
CIBC World Market
Ontario, Canada
$8.77M
CFA
447
Capstone Financial Advisors
Illinois
$8.74M
BRWA
448
B. Riley Wealth Advisors
Florida
$8.69M
LGWM
449
Litman Gregory Wealth Management
California
$8.56M
CWA
450
Cascade Wealth Advisors
Washington
$8.49M