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Vanguard Dividend Appreciation ETF

2,290 hedge funds and large institutions have $44.8B invested in Vanguard Dividend Appreciation ETF in 2025 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 907 increasing their positions, 837 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,290
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
245
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
BIM
601
Breakwater Investment Management
Washington
$5.22M
IWC
602
Infinity Wealth Counsel
Ohio
$5.2M
SCA
603
STALEY CAPITAL ADVISERS
Pennsylvania
$5.19M
LCS
604
Levin Capital Strategies
New York
$5.19M
MSA
605
Marino Stram & Associates
Massachusetts
$5.17M
NIWA
606
New Insight Wealth Advisors
California
$5.14M
MG
607
MilWealth Group
Wisconsin
$5.13M
MG
608
Mather Group
Illinois
$5.1M
FHC
609
First Heartland Consultants
Missouri
$5.1M
MCM
610
Morton Capital Management
California
$5.09M
WAG
611
Winthrop Advisory Group
Massachusetts
$5.08M
CCA
612
Cora Capital Advisors
New Jersey
$5.08M
SSWM
613
Sheets Smith Wealth Management
North Carolina
$5.07M
ATPW
614
Ashton Thomas Private Wealth
Arizona
$5.06M
BJL
615
Brighton Jones LLC
Washington
$5.04M
WPC
616
Wedmont Private Capital
Pennsylvania
$5M
SCI
617
S&CO Inc
Massachusetts
$4.98M
HIP
618
HUB Investment Partners
Texas
$4.97M
KF
619
Krilogy Financial
Missouri
$4.91M
GFPC
620
Global Financial Private Client
Florida
$4.88M
PCM
621
Parsons Capital Management
Rhode Island
$4.87M
SWMG
622
Sard Wealth Management Group
Georgia
$4.87M
HFS
623
Hughes Financial Services
Virginia
$4.86M
PTC
624
Philadelphia Trust Company
Pennsylvania
$4.82M
PFS
625
Prospect Financial Services
New York
$4.8M