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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
BA
551
Brightwater Advisory
Florida
$6.26M
FFG
552
Fiduciary Financial Group
California
$6.22M
HA
553
Hofer & Associates
California
$6.2M
AWA
554
Arete Wealth Advisors
Illinois
$6.2M
FA
555
Flagstar Advisors
New York
$6.15M
SSI
556
Scott & Selber Inc
Texas
$6.14M
AWA
557
Acorn Wealth Advisors
Michigan
$6.12M
FFC
558
Frederick Financial Consultants
Maryland
$6.1M
SIC
559
Salem Investment Counselors
North Carolina
$6.07M
FT
560
Fiduciary Trust
Massachusetts
$6.07M
HWM
561
Howard Wealth Management
Connecticut
$6.06M
HWMG
562
Hurlow Wealth Management Group
Indiana
$6.02M
MSWA
563
Marshall & Sterling Wealth Advisors
New York
$6M
PFG
564
Pinnacle Financial Group
Illinois
$5.99M
SSWG
565
Seven Springs Wealth Group
Tennessee
$5.99M
FDDB
566
Fidelity D&D Bancorp
Pennsylvania
$5.99M
TA
567
TFB Advisors
Kansas
$5.98M
KWA
568
Kellett Wealth Advisors
Ohio
$5.97M
GC
569
Gibson Capital
Pennsylvania
$5.94M
VWM
570
Vermillion Wealth Management
Minnesota
$5.91M
DAS
571
Dynamic Advisor Solutions
Arizona
$5.89M
TIAA Trust, National Association
572
TIAA Trust, National Association
North Carolina
$5.82M
BFA
573
Beacon Financial Advisory
Ohio
$5.81M
GSWM
574
Golden State Wealth Management
California
$5.79M
SW
575
StrongBox Wealth
Missouri
$5.77M