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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
SFS
501
Sowell Financial Services
Arkansas
$7.13M
BCWM
502
Bartlett & Co Wealth Management
Ohio
$7.11M
WIM
503
Westside Investment Management
California
$7.11M
OAJ
504
Ogorek Anthony Joseph
New York
$7.1M
HSG
505
Helen Stephens Group
Texas
$7.04M
GSF
506
Grove Street Fiduciary
New Hampshire
$7.04M
IWP
507
IAG Wealth Partners
Wisconsin
$7.02M
CPC
508
Consolidated Planning Corp
Georgia
$6.99M
CP
509
Creekside Partners
California
$6.99M
VP
510
Verum Partners
North Carolina
$6.98M
CFO
511
Colony Family Offices
North Carolina
$6.95M
MFA
512
McClarren Financial Advisors
Pennsylvania
$6.93M
NFG
513
Nations Financial Group
Iowa
$6.92M
RMDI
514
R.M. Davis Inc
Maine
$6.92M
SA
515
Sovran Advisors
California
$6.92M
DA
516
Detalus Advisors
Missouri
$6.92M
RBFC
517
Roman Butler Fullerton & Co
Missouri
$6.91M
MWM
518
Meridian Wealth Management
Kentucky
$6.9M
ETC
519
Exchange Traded Concepts
Oklahoma
$6.87M
LNB
520
Ledyard National Bank
$6.87M
BW
521
BIP Wealth
Georgia
$6.8M
Citadel Advisors
522
Citadel Advisors
Florida
$6.78M
CG
523
Caprock Group
Idaho
$6.77M
CAM
524
Cidel Asset Management
Ontario, Canada
$6.77M
MSWM
525
McGlone Suttner Wealth Management
Wisconsin
$6.76M