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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
BFS
751
BridgePort Financial Solutions
Iowa
$3.52M
MIM
752
Miller Investment Management
Pennsylvania
$3.52M
LRPA
753
L. Roy Papp & Associates
Arizona
$3.51M
KFS
754
Kaizen Financial Strategies
California
$3.49M
AWP
755
Axis Wealth Partners
Rhode Island
$3.49M
ACM
756
Advisors Capital Management
New Jersey
$3.48M
MCC
757
Money Concepts Capital
Florida
$3.46M
IWP
758
Innova Wealth Partners
Pennsylvania
$3.45M
SIG
759
Stonegate Investment Group
Alabama
$3.44M
ET
760
Equitable Trust
Tennessee
$3.44M
HIA
761
Harbor Investment Advisory
Maryland
$3.44M
WBCM
762
Wilson & Boucher Capital Management
California
$3.42M
CCA
763
Childress Capital Advisors
Texas
$3.42M
FWIA
764
Fort Washington Investment Advisors
Ohio
$3.4M
CHAM
765
Clear Harbor Asset Management
Connecticut
$3.38M
AWM
766
Axxcess Wealth Management
California
$3.37M
FA
767
Fiduciary Alliance
South Carolina
$3.33M
AFM
768
Aspetuck Financial Management
Connecticut
$3.33M
SWA
769
Sterling Wealth Advisors
Florida
$3.32M
TGAM
770
TBH Global Asset Management
Tennessee
$3.32M
PTC
771
Private Trust Company
Ohio
$3.31M
LP
772
LGL Partners
Pennsylvania
$3.31M
SWA
773
Sax Wealth Advisors
New Jersey
$3.3M
WMWM
774
Wilkins Miller Wealth Management
Alabama
$3.29M
PWMAG
775
Pinnacle Wealth Management Advisory Group
New Jersey
$3.27M