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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
PI
576
PFG Investments
New York
$5.76M
SRWM
577
Shira Ridge Wealth Management
California
$5.75M
CRFG
578
Columbia River Financial Group
Washington
$5.75M
SCA
579
Stokes Capital Advisors
South Carolina
$5.75M
IAG
580
Investment Advisory Group
Massachusetts
$5.73M
AWA
581
Arkadios Wealth Advisors
Georgia
$5.71M
First Trust Advisors
582
First Trust Advisors
Illinois
$5.68M
TI
583
Tidal Investments
Wisconsin
$5.68M
AIM
584
Avity Investment Management
Connecticut
$5.67M
KeyBank National Association
585
KeyBank National Association
Ohio
$5.63M
FA
586
Fortis Advisors
Pennsylvania
$5.6M
CB
587
Chris Bulman
California
$5.58M
VCA
588
Verdence Capital Advisors
Maryland
$5.56M
AFP
589
Ausdal Financial Partners
Iowa
$5.55M
CAG
590
Centerpoint Advisory Group
Kansas
$5.5M
WAL
591
W Advisors LLC
Tennessee
$5.5M
PGF
592
Plan Group Financial
Oklahoma
$5.49M
NAMP
593
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$5.42M
FPCG
594
Forum Private Client Group
Indiana
$5.42M
AC
595
AlphaCore Capital
California
$5.41M
SFG
596
Seamount Financial Group
Colorado
$5.39M
AWM
597
Accredited Wealth Management
Kentucky
$5.37M
BMWS
598
Brady Martz Wealth Solutions
North Dakota
$5.36M
VWM
599
Vigilare Wealth Management
Arizona
$5.36M
IFO
600
Independent Family Office
New York
$5.34M