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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
EWM
851
Evercore Wealth Management
New York
$2.65M
ACP
852
Aviance Capital Partners
Florida
$2.65M
CCM
853
Charter Capital Management
Wisconsin
$2.65M
BWP
854
Burling Wealth Partners
Illinois
$2.64M
HCM
855
Hicks Capital Management
Ohio
$2.64M
JPLA
856
Joseph P. Lucia & Associates
New York
$2.64M
IAIM
857
International Assets Investment Management
Florida
$2.63M
ES
858
Eagle Strategies
New York
$2.63M
WFA
859
Wellspring Financial Advisors
Ohio
$2.63M
SWP
860
Strategic Wealth Partners
Ohio
$2.62M
TCM
861
Tandem Capital Management
New Jersey
$2.62M
EWP
862
Equity Wealth Partners
Missouri
$2.62M
WCFA
863
Walkner Condon Financial Advisors
Wisconsin
$2.58M
WOSD
864
WFA of San Diego
California
$2.58M
VV
865
Verity & Verity
South Carolina
$2.58M
BAM
866
Belpointe Asset Management
Nevada
$2.58M
VHAM
867
Van Hulzen Asset Management
California
$2.56M
PAMG
868
Patton Albertson Miller Group
Tennessee
$2.56M
CCT
869
Capital City Trust
Florida
$2.55M
CPIA
870
Cornell Pochily Investment Advisors
New York
$2.55M
FB
871
Finward Bancorp
Indiana
$2.55M
AWA
872
Amplius Wealth Advisors
Pennsylvania
$2.54M
GGS
873
Galvin Gaustad & Stein
Arizona
$2.54M
GAG
874
GM Advisory Group
New York
$2.54M
WAM
875
WNY Asset Management
New York
$2.54M