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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
FTWA
501
Fifth Third Wealth Advisors
Ohio
$7.16M
DFA
502
DHJJ Financial Advisors
Illinois
$7.15M
PCG
503
Prosperity Consulting Group
Maryland
$7.14M
HC
504
Hoese & Co
Minnesota
$7.14M
CAG
505
Csenge Advisory Group
Florida
$7.13M
SFS
506
Sowell Financial Services
Arkansas
$7.13M
BCWM
507
Bartlett & Co Wealth Management
Ohio
$7.11M
WIM
508
Westside Investment Management
California
$7.11M
OAJ
509
Ogorek Anthony Joseph
New York
$7.1M
HSG
510
Helen Stephens Group
Texas
$7.04M
GSF
511
Grove Street Fiduciary
New Hampshire
$7.04M
IWP
512
IAG Wealth Partners
Wisconsin
$7.02M
CPC
513
Consolidated Planning Corp
Georgia
$6.99M
CP
514
Creekside Partners
California
$6.99M
VP
515
Verum Partners
North Carolina
$6.98M
CFO
516
Colony Family Offices
North Carolina
$6.95M
MFA
517
McClarren Financial Advisors
Pennsylvania
$6.93M
NFG
518
Nations Financial Group
Iowa
$6.92M
RMDI
519
R.M. Davis Inc
Maine
$6.92M
SA
520
Sovran Advisors
California
$6.92M
DA
521
Detalus Advisors
Missouri
$6.92M
RBFC
522
Roman Butler Fullerton & Co
Missouri
$6.91M
MWM
523
Meridian Wealth Management
Kentucky
$6.9M
ETC
524
Exchange Traded Concepts
Oklahoma
$6.87M
LNB
525
Ledyard National Bank
$6.87M