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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
DWT
801
Dorsey & Whitney Trust
South Dakota
$2.99M
AWM
802
Accel Wealth Management
Iowa
$2.99M
CAC
803
Certified Advisory Corp
Florida
$2.95M
NMCM
804
Nicholson Meyer Capital Management
Missouri
$2.94M
MC
805
Miramar Capital
Illinois
$2.94M
LCAM
806
London & Capital Asset Management
United Kingdom
$2.94M
RZH
807
Relyea Zuckerberg Hanson
Connecticut
$2.93M
KL
808
KWMG LLC
Kansas
$2.92M
CNBTD
809
Citizens National Bank Trust Department
Mississippi
$2.92M
PHS
810
Pekin Hardy Strauss
Illinois
$2.89M
Empower Advisory Group
811
Empower Advisory Group
Colorado
$2.89M
LW
812
Linscomb Wealth
Texas
$2.89M
RWM
813
Ritholtz Wealth Management
New York
$2.89M
NCM
814
Next Capital Management
New York
$2.88M
LAM
815
LOM Asset Management
$2.88M
TAM
816
Tocqueville Asset Management
New York
$2.88M
OCG
817
Opus Capital Group
Ohio
$2.87M
BBWP
818
Beacon Bridge Wealth Partners
Pennsylvania
$2.87M
LWP
819
LeClair Wealth Partners
Ohio
$2.86M
NRI
820
NFP Retirement Inc
California
$2.86M
EWM
821
Empirical Wealth Management
Washington
$2.83M
EWA
822
Exencial Wealth Advisors
Oklahoma
$2.83M
HWM
823
Hohimer Wealth Management
Washington
$2.81M
AF
824
Apexium Financial
Texas
$2.79M
SW
825
Simplicity Wealth
New Jersey
$2.79M