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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
CA
651
CSM Advisors
Pennsylvania
$4.55M
CB
652
Commerce Bank
Missouri
$4.55M
AFO
653
Arrowroot Family Office
California
$4.55M
OPW
654
Oxler Private Wealth
New York
$4.55M
MSAM
655
Moloney Securities Asset Management
Missouri
$4.55M
CP
656
Capital Planning
Washington
$4.54M
PSCM
657
Per Stirling Capital Management
Texas
$4.53M
Financial Engines Advisors
658
Financial Engines Advisors
California
$4.53M
PCMF
659
Private Capital Management (Florida)
Florida
$4.52M
MAWAG
660
Mid-American Wealth Advisory Group
Missouri
$4.5M
MFA
661
Mayflower Financial Advisors
Massachusetts
$4.46M
CAAM
662
Cornerstone Advisors Asset Management
Pennsylvania
$4.46M
SWM
663
Spire Wealth Management
Virginia
$4.44M
PFA
664
Pathway Financial Advisers
Indiana
$4.43M
SIA
665
SkyView Investment Advisors
New Jersey
$4.42M
C1AG
666
Client 1st Advisory Group
Florida
$4.4M
ZF
667
Zhang Financial
Michigan
$4.38M
CAM
668
CPA Asset Management
Florida
$4.34M
CIM
669
Corda Investment Management
Texas
$4.33M
PCA
670
Pallas Capital Advisors
Massachusetts
$4.31M
DJSG
671
D.J. St. Germain
Massachusetts
$4.3M
AC
672
Avant Capital
Louisiana
$4.3M
PSP
673
Principal Street Partners
Tennessee
$4.3M
TVWM
674
Tower View Wealth Management
Wisconsin
$4.27M
LSIA
675
LaSalle St. Investment Advisors
Illinois
$4.25M