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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
HWM
826
Hohimer Wealth Management
Washington
$2.81M
AF
827
Apexium Financial
Texas
$2.79M
SW
828
Simplicity Wealth
New Jersey
$2.79M
SYBT
829
Stock Yards Bank & Trust
Kentucky
$2.79M
SCG
830
Sonata Capital Group
Washington
$2.78M
SA
831
SRH Advisors
Kansas
$2.78M
JBA
832
Johnson Bixby & Associates
Washington
$2.75M
AIM
833
Anchor Investment Management
South Carolina
$2.75M
NS
834
NBC Securities
Alabama
$2.74M
BC
835
Bulwark Capital
Florida
$2.72M
LWMNY
836
Landmark Wealth Management (New York)
New York
$2.72M
MCA
837
MSH Capital Advisors
Arizona
$2.72M
FDCDDQ
838
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.72M
LFP
839
Leeward Financial Partners
Washington
$2.71M
SAA
840
Southeast Asset Advisors
Georgia
$2.7M
TFO
841
Tarbox Family Office
California
$2.7M
CM
842
Cornerstone Management
Georgia
$2.7M
CT
843
Caldwell Trust
Florida
$2.7M
SFG
844
Sunburst Financial Group
Alabama
$2.69M
OLA
845
Oliver Luxxe Assets
New Jersey
$2.69M
HCM
846
Hall Capital Management
Rhode Island
$2.68M
BCM
847
Becker Capital Management
Oregon
$2.68M
CHJWM
848
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.67M
NSAM
849
North Star Asset Management
Wisconsin
$2.65M
HBW
850
Hazlett, Burt & Watson
West Virginia
$2.65M