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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
FAM
701
Formidable Asset Management
Ohio
$3.99M
BWM
702
Baron Wealth Management
Michigan
$3.98M
SWM
703
Steinberganna Wealth Management
New York
$3.98M
WA
704
Whipplewood Advisors
Colorado
$3.93M
CBT
705
CoreFirst Bank & Trust
Kansas
$3.9M
CBU
706
CIBC Bancorp USA
Illinois
$3.9M
KIA
707
KCM Investment Advisors
California
$3.89M
EFG
708
Embree Financial Group
Illinois
$3.88M
SP
709
Stablepoint Partners
Massachusetts
$3.87M
SW
710
SVB Wealth
Massachusetts
$3.86M
UB
711
UMB Bank
Missouri
$3.84M
COCM
712
Charter Oak Capital Management
New Hampshire
$3.83M
CF
713
Centaurus Financial
California
$3.82M
BOH
714
Bank of Hawaii
Hawaii
$3.78M
TFA
715
Transamerica Financial Advisors
Florida
$3.78M
FWM
716
FMA Wealth Management
Massachusetts
$3.77M
SAG
717
SageView Advisory Group
California
$3.75M
MA
718
Mosaic Advisors
Texas
$3.75M
FWM
719
Fonville Wealth Management
Virginia
$3.74M
AWM
720
Atticus Wealth Management
Florida
$3.74M
DFG
721
Dupree Financial Group
Kentucky
$3.73M
B
722
Bailard
California
$3.73M
PRTG
723
Post Resch Tallon Group
New York
$3.73M
CWMS
724
Cannon Wealth Management Services
North Carolina
$3.72M
D
725
Dentgroup
Louisiana
$3.71M