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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
SWA
776
Sax Wealth Advisors
New Jersey
$3.3M
WMWM
777
Wilkins Miller Wealth Management
Alabama
$3.29M
PWMAG
778
Pinnacle Wealth Management Advisory Group
New Jersey
$3.27M
SMAM
779
Sugar Maple Asset Management
Wisconsin
$3.25M
TFA
780
Tobias Financial Advisors
Florida
$3.24M
BWM
781
Base Wealth Management
Florida
$3.24M
PAG
782
Private Advisory Group
Washington
$3.22M
OCM
783
One Capital Management
California
$3.22M
AAG
784
Armstrong Advisory Group
Massachusetts
$3.2M
JCM
785
Jacobi Capital Management
Pennsylvania
$3.18M
KFA
786
Kelleher Financial Advisors
New York
$3.18M
MBT
787
Montecito Bank & Trust
California
$3.16M
LWCFA
788
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.15M
GCL
789
Gouws Capital LLC
North Carolina
$3.11M
CSC
790
Caldwell Sutter Capital
California
$3.11M
ACS
791
Archford Capital Strategies
Illinois
$3.1M
SCA
792
St. Clair Advisors
Ohio
$3.09M
MYIA
793
Mount Yale Investment Advisors
Colorado
$3.09M
PAI
794
Pittenger & Anderson Inc
Nebraska
$3.07M
SW
795
SteelPeak Wealth
California
$3.07M
FNT
796
First National Trust
Pennsylvania
$3.05M
FNBT
797
FineMark National Bank & Trust
Florida
$3.04M
RC
798
Roundview Capital
New Jersey
$3.03M
NRI
799
NFP Retirement Inc
California
$3.02M
BST
800
Bath Savings Trust
Maine
$3.01M