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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
BWP
851
Burling Wealth Partners
Illinois
$2.64M
HCM
852
Hicks Capital Management
Ohio
$2.64M
JPLA
853
Joseph P. Lucia & Associates
New York
$2.64M
IAIM
854
International Assets Investment Management
Florida
$2.63M
ES
855
Eagle Strategies
New York
$2.63M
WFA
856
Wellspring Financial Advisors
Ohio
$2.63M
SWP
857
Strategic Wealth Partners
Ohio
$2.62M
TCM
858
Tandem Capital Management
New Jersey
$2.62M
EWP
859
Equity Wealth Partners
Missouri
$2.62M
WCFA
860
Walkner Condon Financial Advisors
Wisconsin
$2.58M
VV
861
Verity & Verity
South Carolina
$2.58M
BAM
862
Belpointe Asset Management
Nevada
$2.58M
VHAM
863
Van Hulzen Asset Management
California
$2.56M
PAMG
864
Patton Albertson Miller Group
Tennessee
$2.56M
CCT
865
Capital City Trust
Florida
$2.55M
CPIA
866
Cornell Pochily Investment Advisors
New York
$2.55M
FB
867
Finward Bancorp
Indiana
$2.55M
AWA
868
Amplius Wealth Advisors
Pennsylvania
$2.54M
GGS
869
Galvin Gaustad & Stein
Arizona
$2.54M
GAG
870
GM Advisory Group
New York
$2.54M
WAM
871
WNY Asset Management
New York
$2.54M
AR
872
Advisory Research
Illinois
$2.52M
CWMGO
873
Capstone Wealth Management Group (Oregon)
Oregon
$2.51M
NL
874
NWAM LLC
Washington
$2.51M
CT
875
Colonial Trust
South Carolina
$2.51M