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Vanguard Dividend Appreciation ETF

2,304 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, 909 increasing their positions, 843 reducing their positions, and 55 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 in top 10

Funds holding in top 10:

1% more funds holding

Funds holding: 2,2792,304 (+25)

8% more repeat investments, than reductions

Existing positions increased: 909 | Existing positions reduced: 843

0.08% less ownership

Funds ownership: 46.11%46.03% (-0.08%)

Holders
2,304
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
247
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
AFO
651
Arrowroot Family Office
California
$4.55M
OPW
652
Oxler Private Wealth
New York
$4.55M
MSAM
653
Moloney Securities Asset Management
Missouri
$4.55M
CP
654
Capital Planning
Washington
$4.54M
PSCM
655
Per Stirling Capital Management
Texas
$4.53M
Financial Engines Advisors
656
Financial Engines Advisors
California
$4.53M
PCMF
657
Private Capital Management (Florida)
Florida
$4.52M
MAWAG
658
Mid-American Wealth Advisory Group
Missouri
$4.5M
MFA
659
Mayflower Financial Advisors
Massachusetts
$4.46M
CAAM
660
Cornerstone Advisors Asset Management
Pennsylvania
$4.46M
SWM
661
Spire Wealth Management
Virginia
$4.44M
PFA
662
Pathway Financial Advisers
Indiana
$4.43M
C1AG
663
Client 1st Advisory Group
Florida
$4.4M
ZF
664
Zhang Financial
Michigan
$4.38M
CAM
665
CPA Asset Management
Florida
$4.34M
CIM
666
Corda Investment Management
Texas
$4.33M
PCA
667
Pallas Capital Advisors
Massachusetts
$4.31M
DJSG
668
D.J. St. Germain
Massachusetts
$4.3M
AC
669
Avant Capital
Louisiana
$4.3M
PSP
670
Principal Street Partners
Tennessee
$4.3M
TVWM
671
Tower View Wealth Management
Wisconsin
$4.27M
LSIA
672
LaSalle St. Investment Advisors
Illinois
$4.25M
HT
673
Heritage Trust
Oklahoma
$4.25M
GWAG
674
Garrett Wealth Advisory Group
Texas
$4.25M
LNWWM
675
Laird Norton Wetherby Wealth Management
California
$4.2M