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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
AR
876
Advisory Research
Illinois
$2.52M
CWMGO
877
Capstone Wealth Management Group (Oregon)
Oregon
$2.51M
CT
878
Colonial Trust
South Carolina
$2.51M
LA
879
Latitude Advisors
Florida
$2.5M
GC
880
Grimes & Company
Massachusetts
$2.49M
RGC
881
Roberts, Glore & Co
Illinois
$2.49M
TRCT
882
Tower Research Capital (TRC)
New York
$2.48M
CA
883
CGN Advisors
Kansas
$2.48M
NAS
884
Nicolet Advisory Services
Wisconsin
$2.48M
WB
885
West Bancorporation
Iowa
$2.47M
CIAS
886
Capital Investment Advisory Services
North Carolina
$2.47M
EWA
887
EQ Wealth Advisors
Texas
$2.46M
MAM
888
Madison Asset Management
Wisconsin
$2.45M
AUB
889
Atlantic Union Bankshares
Virginia
$2.45M
SSWM
890
Smith Salley Wealth Management
North Carolina
$2.44M
FA
891
FC Advisory
Pennsylvania
$2.44M
GLA
892
Great Lakes Advisors
Illinois
$2.42M
WCP
893
Wealthcare Capital Partners
Pennsylvania
$2.41M
FCP
894
Fidelis Capital Partners
Florida
$2.4M
CFO
895
Collective Family Office
Pennsylvania
$2.4M
RFM
896
Royal Fund Management
Florida
$2.37M
AAS
897
Asset Allocation Strategies
Michigan
$2.37M
EFG
898
Ehrlich Financial Group
California
$2.36M
DWAM
899
Duncan Williams Asset Management
Tennessee
$2.34M
WAM
900
Weinberger Asset Management
California
$2.33M