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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
AF
801
Affiance Financial
Minnesota
$3.01M
QCM
802
QRG Capital Management
Illinois
$3.01M
FCAS
803
First Command Advisory Services
Texas
$3M
FIA
804
Foundations Investment Advisors
Arizona
$3M
DWT
805
Dorsey & Whitney Trust
South Dakota
$2.99M
AWM
806
Accel Wealth Management
Iowa
$2.99M
CAC
807
Certified Advisory Corp
Florida
$2.95M
NMCM
808
Nicholson Meyer Capital Management
Missouri
$2.94M
MC
809
Miramar Capital
Illinois
$2.94M
LCAM
810
London & Capital Asset Management
United Kingdom
$2.94M
RZH
811
Relyea Zuckerberg Hanson
Connecticut
$2.93M
KL
812
KWMG LLC
Kansas
$2.92M
CNBTD
813
Citizens National Bank Trust Department
Mississippi
$2.92M
PHS
814
Pekin Hardy Strauss
Illinois
$2.89M
Empower Advisory Group
815
Empower Advisory Group
Colorado
$2.89M
LW
816
Linscomb Wealth
Texas
$2.89M
RWM
817
Ritholtz Wealth Management
New York
$2.89M
NCM
818
Next Capital Management
New York
$2.88M
LAM
819
LOM Asset Management
$2.88M
TAM
820
Tocqueville Asset Management
New York
$2.88M
OCG
821
Opus Capital Group
Ohio
$2.87M
BBWP
822
Beacon Bridge Wealth Partners
Pennsylvania
$2.87M
LWP
823
LeClair Wealth Partners
Ohio
$2.86M
EWM
824
Empirical Wealth Management
Washington
$2.83M
EWA
825
Exencial Wealth Advisors
Oklahoma
$2.83M