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Vanguard Dividend Appreciation ETF

2,304 hedge funds and large institutions have $44.9B invested in Vanguard Dividend Appreciation ETF in 2025 Q3 according to their latest regulatory filings, with 138 funds opening new positions, 908 increasing their positions, 844 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

Funds holding:

8% more repeat investments, than reductions

Existing positions increased: 908 | Existing positions reduced: 844

1% more funds holding in top 10

Funds holding in top 10: 244246 (+2)

0.2% less ownership

Funds ownership: 46.11%45.91% (-0.2%)

Holders
2,304
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
PFA
726
Pure Financial Advisors
California
$3.69M
AIFAIM
727
American Institute for Advanced Investment Management
Arizona
$3.69M
PB
728
Pinnacle Bancorp
Nebraska
$3.69M
SWM
729
SeaCrest Wealth Management
New York
$3.68M
TP
730
Tranquility Partners
Tennessee
$3.67M
GWA
731
Gratus Wealth Advisors
Virginia
$3.67M
BFA
732
Buttonwood Financial Advisors
Maryland
$3.66M
BFA
733
Benedict Financial Advisors
Georgia
$3.66M
OC
734
Optima Capital
Oregon
$3.65M
BCP
735
Blue Chip Partners
Michigan
$3.64M
MT
736
Midwest Trust
Kansas
$3.63M
JFGIW
737
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.63M
ATC
738
Argent Trust Co
Tennessee
$3.63M
CCM
739
Cambridge Capital Management
Illinois
$3.62M
DOA
740
D'Orazio & Associates
Virginia
$3.62M
SQA
741
Simon Quick Advisors
New Jersey
$3.62M
CL
742
Choreo LLC
Illinois
$3.62M
FF
743
Friday Financial
Iowa
$3.6M
GEA
744
Glen Eagle Advisors
New Jersey
$3.59M
HP
745
Holistic Planning
Texas
$3.59M
TIP
746
Tandem Investment Partners
New Jersey
$3.59M
IC
747
Iconiq Capital
California
$3.55M
FF
748
Farrell Financial
New York
$3.55M
FGG
749
Financial Guidance Group
Florida
$3.54M
BFIM
750
Beese Fulmer Investment Management
Ohio
$3.54M