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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
HT
676
Heritage Trust
Oklahoma
$4.25M
GWAG
677
Garrett Wealth Advisory Group
Texas
$4.25M
LNWWM
678
Laird Norton Wetherby Wealth Management
California
$4.2M
KJWM
679
Kiley Juergens Wealth Management
Washington
$4.19M
SA
680
Sincerus Advisory
New York
$4.18M
BIA
681
Bell Investment Advisors
California
$4.15M
KWM
682
Kaydan Wealth Management
Michigan
$4.14M
JFG
683
JMG Financial Group
Illinois
$4.14M
CAM
684
Columbia Asset Management
Michigan
$4.14M
MAS
685
Madden Advisory Services
Florida
$4.13M
FWM
686
Forza Wealth Management
Florida
$4.13M
AIC
687
Archer Investment Corporation
Indiana
$4.11M
GWM
688
Geneos Wealth Management
Colorado
$4.11M
CCA
689
Conservest Capital Advisors
Pennsylvania
$4.11M
GA
690
GSG Advisors
New Jersey
$4.11M
PWP
691
Pursue Wealth Partners
California
$4.1M
RWMH
692
Riverpoint Wealth Management Holdings
Illinois
$4.09M
2WWM
693
21 West Wealth Management
California
$4.06M
MAM
694
Mainsail Asset Management
Alabama
$4.06M
FCA
695
FLC Capital Advisors
California
$4.05M
MCCA
696
Mill Creek Capital Advisors
Pennsylvania
$4.04M
AFG
697
Atomi Financial Group
New York
$4.04M
FMII
698
Farmers & Merchants Investments Inc
Nebraska
$4.02M
FMN
699
Financial Management Network
California
$4.02M
WWA
700
Wingate Wealth Advisors
Massachusetts
$4M