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Vanguard Dividend Appreciation ETF

2,304 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: 2,2792,304 (+25)

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
2,304
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
BRWA
451
B. Riley Wealth Advisors
Florida
$8.69M
LGWM
452
Litman Gregory Wealth Management
California
$8.56M
CWA
453
Cascade Wealth Advisors
Washington
$8.49M
MC
454
Moors & Cabot
Massachusetts
$8.46M
MWM
455
Mascoma Wealth Management
New Hampshire
$8.45M
TCCP
456
Tide Cove Capital Partners
California
$8.44M
OPCM
457
Osborne Partners Capital Management
California
$8.37M
PGFC
458
Peapack-Gladstone Financial Corp
New Jersey
$8.36M
NPI
459
New Perspectives Inc
Mississippi
$8.32M
VA
460
VestGen Advisors
Illinois
$8.29M
KCAM
461
Kagan Cocozza Asset Management
New Jersey
$8.29M
CPIG
462
Chicago Partners Investment Group
Illinois
$8.25M
RCA
463
Ranch Capital Advisors
Florida
$8.24M
WP
464
Wealthspan Partners
Iowa
$8.23M
BA
465
Bridgewater Advisors
New York
$8.22M
RWP
466
Ridgecrest Wealth Partners
California
$8.21M
LFAS
467
Level Four Advisory Services
Texas
$8.14M
CFP
468
Cypress Financial Planning
New Jersey
$8.11M
WPWM
469
Windward Private Wealth Management
Kansas
$8.1M
YWM
470
Yoder Wealth Management
California
$8.07M
SF
471
Summit Financial
New Jersey
$8.05M
HCM
472
Hollencrest Capital Management
California
$8.02M
IA
473
Integrity Alliance
Iowa
$8.02M
AIP
474
Alexis Investment Partners
Texas
$7.99M
BFG
475
Beacon Financial Group
Texas
$7.97M