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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
SMAM
776
Sugar Maple Asset Management
Wisconsin
$3.25M
TFA
777
Tobias Financial Advisors
Florida
$3.24M
BWM
778
Base Wealth Management
Florida
$3.24M
PAG
779
Private Advisory Group
Washington
$3.22M
OCM
780
One Capital Management
California
$3.22M
AAG
781
Armstrong Advisory Group
Massachusetts
$3.2M
JCM
782
Jacobi Capital Management
Pennsylvania
$3.18M
KFA
783
Kelleher Financial Advisors
New York
$3.18M
MBT
784
Montecito Bank & Trust
California
$3.16M
LWCFA
785
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.15M
GCL
786
Gouws Capital LLC
North Carolina
$3.11M
CSC
787
Caldwell Sutter Capital
California
$3.11M
ACS
788
Archford Capital Strategies
Illinois
$3.1M
SCA
789
St. Clair Advisors
Ohio
$3.09M
MYIA
790
Mount Yale Investment Advisors
Colorado
$3.09M
PAI
791
Pittenger & Anderson Inc
Nebraska
$3.07M
SW
792
SteelPeak Wealth
California
$3.07M
FNT
793
First National Trust
Pennsylvania
$3.05M
FNBT
794
FineMark National Bank & Trust
Florida
$3.04M
RC
795
Roundview Capital
New Jersey
$3.03M
BST
796
Bath Savings Trust
Maine
$3.01M
AF
797
Affiance Financial
Minnesota
$3.01M
QCM
798
QRG Capital Management
Illinois
$3.01M
FCAS
799
First Command Advisory Services
Texas
$3M
FIA
800
Foundations Investment Advisors
Arizona
$3M