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Vanguard Dividend Appreciation ETF

2,451 hedge funds and large institutions have $47.6B invested in Vanguard Dividend Appreciation ETF in 2025 Q4 according to their latest regulatory filings, with 269 funds opening new positions, 1,019 increasing their positions, 807 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,451
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
265
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$100M
Puts
$11.1M
Net Calls
Net Calls Change

Top Buyers

1 +$753M
2 +$62.7M
3 +$62.1M
4
Raymond James Financial
Raymond James Financial
Florida
+$57.5M
5
Morgan Stanley
Morgan Stanley
New York
+$54.1M

Top Sellers

1 -$145M
2 -$120M
3 -$58.2M
4
Corient Private Wealth
Corient Private Wealth
Florida
-$45.5M
5
Two Sigma Investments
Two Sigma Investments
New York
-$24.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
501
Cambridge Advisors
Nebraska
$7.54M
RMAM
502
Raab & Moskowitz Asset Management
New Jersey
$7.53M
PFGIA
503
Patriot Financial Group Insurance Agency
Massachusetts
$7.48M
FTWA
504
Fifth Third Wealth Advisors
Ohio
$7.44M
SFS
505
Sowell Financial Services
Arkansas
$7.42M
HL
506
HeadInvest LLC
Maine
$7.41M
PSP
507
Principal Street Partners
Tennessee
$7.38M
MF
508
Montis Financial
Massachusetts
$7.32M
SW
509
SkyOak Wealth
Michigan
$7.32M
Bessemer Group
510
Bessemer Group
New Jersey
$7.31M
OAJ
511
Ogorek Anthony Joseph
New York
$7.26M
PCG
512
Prosperity Consulting Group
Maryland
$7.25M
KFGK
513
Keystone Financial Group (Kentucky)
Kentucky
$7.21M
CPA
514
Cardiff Park Advisors
California
$7.2M
BCWM
515
Bartlett & Co Wealth Management
Ohio
$7.17M
RMDI
516
R.M. Davis Inc
Maine
$7.16M
KCPG
517
Kavar Capital Partners Group
Kansas
$7.14M
RBFC
518
Roman Butler Fullerton & Co
Missouri
$7.14M
WIM
519
Westside Investment Management
California
$7.13M
ETC
520
Exchange Traded Concepts
Oklahoma
$7.13M
CAG
521
Csenge Advisory Group
Florida
$7.13M
MHS
522
M Holdings Securities
Oregon
$7.11M
IWC
523
Integrated Wealth Concepts
Massachusetts
$7.1M
CP
524
Creekside Partners
California
$7.09M
DFA
525
DHJJ Financial Advisors
Illinois
$7.05M