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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
TWP
601
Tempus Wealth Planning
California
$5.31M
Envestnet Portfolio Solutions
602
Envestnet Portfolio Solutions
Illinois
$5.29M
MWP
603
Madison Wealth Partners
Wisconsin
$5.28M
FSA
604
Fort Sheridan Advisors
Illinois
$5.27M
GWSG
605
GPS Wealth Strategies Group
Colorado
$5.24M
BIM
606
Breakwater Investment Management
Washington
$5.22M
IWC
607
Infinity Wealth Counsel
Ohio
$5.2M
SCA
608
STALEY CAPITAL ADVISERS
Pennsylvania
$5.19M
LCS
609
Levin Capital Strategies
New York
$5.19M
MSA
610
Marino Stram & Associates
Massachusetts
$5.17M
NIWA
611
New Insight Wealth Advisors
California
$5.14M
MG
612
MilWealth Group
Wisconsin
$5.13M
MG
613
Mather Group
Illinois
$5.1M
FHC
614
First Heartland Consultants
Missouri
$5.1M
MCM
615
Morton Capital Management
California
$5.09M
WAG
616
Winthrop Advisory Group
Massachusetts
$5.08M
CCA
617
Cora Capital Advisors
New Jersey
$5.08M
SSWM
618
Sheets Smith Wealth Management
North Carolina
$5.07M
ATPW
619
Ashton Thomas Private Wealth
Arizona
$5.06M
BJL
620
Brighton Jones LLC
Washington
$5.04M
WPC
621
Wedmont Private Capital
Pennsylvania
$5M
SCI
622
S&CO Inc
Massachusetts
$4.98M
HIP
623
HUB Investment Partners
Texas
$4.97M
KF
624
Krilogy Financial
Missouri
$4.91M
GFPC
625
Global Financial Private Client
Florida
$4.88M