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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
NPFS
701
Novak & Powell Financial Services
Florida
$4M
SIAG
702
Safeguard Investment Advisory Group
California
$3.99M
VWM
703
Venturi Wealth Management
Texas
$3.99M
FAM
704
Formidable Asset Management
Ohio
$3.99M
BWM
705
Baron Wealth Management
Michigan
$3.98M
SWM
706
Steinberganna Wealth Management
New York
$3.98M
WA
707
Whipplewood Advisors
Colorado
$3.93M
CBT
708
CoreFirst Bank & Trust
Kansas
$3.9M
CBU
709
CIBC Bancorp USA
Illinois
$3.9M
KIA
710
KCM Investment Advisors
California
$3.89M
EFG
711
Embree Financial Group
Illinois
$3.88M
SP
712
Stablepoint Partners
Massachusetts
$3.87M
SW
713
SVB Wealth
Massachusetts
$3.86M
UB
714
UMB Bank
Missouri
$3.84M
COCM
715
Charter Oak Capital Management
New Hampshire
$3.83M
CF
716
Centaurus Financial
California
$3.82M
BOH
717
Bank of Hawaii
Hawaii
$3.78M
TFA
718
Transamerica Financial Advisors
Florida
$3.78M
FWM
719
FMA Wealth Management
Massachusetts
$3.77M
SAG
720
SageView Advisory Group
California
$3.75M
MA
721
Mosaic Advisors
Texas
$3.75M
FWM
722
Fonville Wealth Management
Virginia
$3.74M
AWM
723
Atticus Wealth Management
Florida
$3.74M
DFG
724
Dupree Financial Group
Kentucky
$3.73M
B
725
Bailard
California
$3.73M