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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
LA
876
Latitude Advisors
Florida
$2.5M
GC
877
Grimes & Company
Massachusetts
$2.49M
RGC
878
Roberts, Glore & Co
Illinois
$2.49M
TRCT
879
Tower Research Capital (TRC)
New York
$2.48M
CA
880
CGN Advisors
Kansas
$2.48M
NAS
881
Nicolet Advisory Services
Wisconsin
$2.48M
WB
882
West Bancorporation
Iowa
$2.47M
CIAS
883
Capital Investment Advisory Services
North Carolina
$2.47M
EWA
884
EQ Wealth Advisors
Texas
$2.46M
MAM
885
Madison Asset Management
Wisconsin
$2.45M
AUB
886
Atlantic Union Bankshares
Virginia
$2.45M
SSWM
887
Smith Salley Wealth Management
North Carolina
$2.44M
FA
888
FC Advisory
Pennsylvania
$2.44M
GLA
889
Great Lakes Advisors
Illinois
$2.42M
WCP
890
Wealthcare Capital Partners
Pennsylvania
$2.41M
FCP
891
Fidelis Capital Partners
Florida
$2.4M
CFO
892
Collective Family Office
Pennsylvania
$2.4M
RFM
893
Royal Fund Management
Florida
$2.37M
AAS
894
Asset Allocation Strategies
Michigan
$2.37M
EFG
895
Ehrlich Financial Group
California
$2.36M
DWAM
896
Duncan Williams Asset Management
Tennessee
$2.34M
WAM
897
Weinberger Asset Management
California
$2.33M
WJWM
898
Williams Jones Wealth Management
New York
$2.33M
PVAMC
899
PPS&V Asset Management Consultants
Michigan
$2.3M
EA
900
Emerald Advisors
Washington
$2.29M