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Vanguard Dividend Appreciation ETF

2,316 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, 849 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: 849

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
2,316
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
BW
526
BIP Wealth
Georgia
$6.8M
Citadel Advisors
527
Citadel Advisors
Florida
$6.78M
CG
528
Caprock Group
Idaho
$6.77M
CAM
529
Cidel Asset Management
Ontario, Canada
$6.77M
MSWM
530
McGlone Suttner Wealth Management
Wisconsin
$6.76M
BEI
531
Benjamin Edwards Inc
Missouri
$6.71M
MWA
532
Muirfield Wealth Advisors
North Carolina
$6.7M
GPW
533
Genesis Private Wealth
Virginia
$6.68M
WFPG
534
Waller Financial Planning Group
Ohio
$6.64M
ODA
535
One Degree Advisors
California
$6.6M
BRG
536
Bay Rivers Group
Virginia
$6.59M
WCM
537
WealthBridge Capital Management
Ohio
$6.57M
MIM
538
Moseley Investment Management
Florida
$6.57M
CCFM
539
Clear Creek Financial Management
Washington
$6.55M
Qube Research & Technologies (QRT)
540
Qube Research & Technologies (QRT)
United Kingdom
$6.54M
RCA
541
Riverview Capital Advisers
Massachusetts
$6.53M
IP
542
Investment Partners
Ohio
$6.53M
TVAMP
543
Tennessee Valley Asset Management Partners
Tennessee
$6.52M
ODIJL
544
One Day In July LLC
Vermont
$6.49M
STA
545
Summit Trail Advisors
New York
$6.43M
MHS
546
M Holdings Securities
Oregon
$6.39M
CCWA
547
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.37M
BC
548
Barrett & Company
Rhode Island
$6.32M
ACM
549
Arcataur Capital Management
Wisconsin
$6.32M
GWANC
550
Guardian Wealth Advisors (North Carolina)
North Carolina
$6.31M