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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
BFG
476
Beacon Financial Group
Texas
$7.97M
WGC
477
Watts Gwilliam & Co
Arizona
$7.93M
NL
478
NWAM LLC
Washington
$7.88M
TCOV
479
Trust Company of Vermont
Vermont
$7.87M
Kovitz Investment Group Partners
480
Kovitz Investment Group Partners
Illinois
$7.84M
PA
481
Pinnacle Associates
New York
$7.84M
MFS
482
McNamara Financial Services
Massachusetts
$7.82M
WCG
483
Weaver Consulting Group
California
$7.7M
SWM
484
Segment Wealth Management
Texas
$7.7M
LWL
485
Leo Wealth LLC
Texas
$7.68M
HNB
486
Huntington National Bank
Ohio
$7.59M
SDH
487
Sloy Dahl & Holst
Washington
$7.57M
MF
488
Montis Financial
Massachusetts
$7.53M
AWM
489
Apollon Wealth Management
South Carolina
$7.53M
CA
490
Cambridge Advisors
Nebraska
$7.51M
CPA
491
Cardiff Park Advisors
California
$7.49M
RMAM
492
Raab & Moskowitz Asset Management
New Jersey
$7.49M
PFGIA
493
Patriot Financial Group Insurance Agency
Massachusetts
$7.42M
KCPG
494
Kavar Capital Partners Group
Kansas
$7.42M
IWM
495
IHT Wealth Management
Illinois
$7.38M
BFG
496
Bleakley Financial Group
New Jersey
$7.38M
KFGK
497
Keystone Financial Group (Kentucky)
Kentucky
$7.32M
TAM
498
Titleist Asset Management
Texas
$7.32M
HL
499
HeadInvest LLC
Maine
$7.26M
SW
500
SkyOak Wealth
Michigan
$7.2M