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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
MC
451
Moors & Cabot
Massachusetts
$8.46M
MWM
452
Mascoma Wealth Management
New Hampshire
$8.45M
TCCP
453
Tide Cove Capital Partners
California
$8.44M
OPCM
454
Osborne Partners Capital Management
California
$8.37M
PGFC
455
Peapack-Gladstone Financial Corp
New Jersey
$8.36M
NPI
456
New Perspectives Inc
Mississippi
$8.32M
VA
457
VestGen Advisors
Illinois
$8.29M
KCAM
458
Kagan Cocozza Asset Management
New Jersey
$8.29M
CPIG
459
Chicago Partners Investment Group
Illinois
$8.25M
RCA
460
Ranch Capital Advisors
Florida
$8.24M
WP
461
Wealthspan Partners
Iowa
$8.23M
BA
462
Bridgewater Advisors
New York
$8.22M
RWP
463
Ridgecrest Wealth Partners
California
$8.21M
LFAS
464
Level Four Advisory Services
Texas
$8.14M
CFP
465
Cypress Financial Planning
New Jersey
$8.11M
WPWM
466
Windward Private Wealth Management
Kansas
$8.1M
YWM
467
Yoder Wealth Management
California
$8.07M
SF
468
Summit Financial
New Jersey
$8.05M
HCM
469
Hollencrest Capital Management
California
$8.02M
IA
470
Integrity Alliance
Iowa
$8.02M
AIP
471
Alexis Investment Partners
Texas
$7.99M
BFG
472
Beacon Financial Group
Texas
$7.97M
WGC
473
Watts Gwilliam & Co
Arizona
$7.93M
TCOV
474
Trust Company of Vermont
Vermont
$7.87M
Kovitz Investment Group Partners
475
Kovitz Investment Group Partners
Illinois
$7.84M