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Vanguard Dividend Appreciation ETF

2,514 hedge funds and large institutions have $48.1B invested in Vanguard Dividend Appreciation ETF in 2025 Q4 according to their latest regulatory filings, with 306 funds opening new positions, 1,029 increasing their positions, 819 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

806% more call options, than puts

Call options by funds: $100M | Put options by funds: $11.1M

337% more first-time investments, than exits

New positions opened: 306 | Existing positions closed: 70

26% more repeat investments, than reductions

Existing positions increased: 1,029 | Existing positions reduced: 819

12% more funds holding in top 10

Funds holding in top 10: 247276 (+29)

8% more funds holding

Funds holding: 2,3292,514 (+185)

7% more capital invested

Capital invested by funds: $45B → $48.1B (+$3.11B)

1.64% more ownership

Funds ownership: 46.01%47.64% (+1.6%)

Holders
2,514
Holders Change
+185
Holders Change %
+7.94%
% of All Funds
30.59%
Holding in Top 10
276
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+11.74%
% of All Funds
3.36%
New
306
Increased
1,029
Reduced
819
Closed
70
Calls
$100M
Puts
$11.1M
Net Calls
+$89.3M
Net Calls Change
-$3.07M
Name Holding Trade Value Shares
Change
Change in
Stake
MBT
851
Montecito Bank & Trust
California
$3.11M -$107K -489 -3%
HBW
852
Hazlett, Burt & Watson
West Virginia
$3.1M +$396K +1,813 +15%
RC
853
Roundview Capital
New Jersey
$3.1M +$13.1K +60 +0.4%
FNBT
854
FineMark National Bank & Trust
Florida
$3.09M +$655 +3 +0%
SWA
855
Sterling Wealth Advisors
Florida
$3.07M -$312K -1,430 -9%
NRI
856
NFP Retirement Inc
California
$3.07M -$3.93K -18 -0.1%
AF
857
Affiance Financial
Minnesota
$3.06M
FWM
858
Forza Wealth Management
Florida
$3.04M -$1.16M -5,305 -28%
ES
859
Eagle Strategies
New York
$3.03M +$354K +1,619 +13%
BST
860
Bath Savings Trust
Maine
$3.01M -$50.3K -230 -2%
BAM
861
Belpointe Asset Management
Nevada
$3.01M +$385K +1,764 +15%
DWT
862
Dorsey & Whitney Trust
South Dakota
$3.01M -$35.6K -163 -1%
SAA
863
Southeast Asset Advisors
Georgia
$3.01M +$250K +1,146 +9%
AWM
864
Atticus Wealth Management
Florida
$3M -$803K -3,675 -21%
MC
865
Miramar Capital
Illinois
$3M +$1.53K +7 +0.1%
PHS
866
Pekin Hardy Strauss
Illinois
$2.97M +$21.4K +98 +0.7%
CNBTD
867
Citizens National Bank Trust Department
Mississippi
$2.95M -$15.7K -72 -0.5%
RWM
868
Ritholtz Wealth Management
New York
$2.94M -$1.75K -8 -0.1%
NCM
869
Next Capital Management
New York
$2.94M +$2.4K +11 +0.1%
RZH
870
Relyea Zuckerberg Hanson
Connecticut
$2.93M -$54.4K -249 -2%
TAM
871
Tocqueville Asset Management
New York
$2.93M +$218 +1 +0%
MCA
872
MSH Capital Advisors
Arizona
$2.93M +$160K +734 +6%
LAM
873
LOM Asset Management
$2.93M -$6.99K -32 -0.2%
WCFA
874
Walkner Condon Financial Advisors
Wisconsin
$2.89M +$257K +1,175 +10%
FCAS
875
First Command Advisory Services
Texas
$2.89M -$170K -780 -6%