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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
WJWM
901
Williams Jones Wealth Management
New York
$2.33M
PVAMC
902
PPS&V Asset Management Consultants
Michigan
$2.3M
EA
903
Emerald Advisors
Washington
$2.29M
PJSIMP
904
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.29M
PGWM
905
Pitti Group Wealth Management
New York
$2.29M
TFS
906
Thoroughbred Financial Services
Tennessee
$2.29M
DW
907
Durante & Waters
New York
$2.28M
SAM
908
Synergy Asset Management
Washington
$2.28M
GWP
909
Gateway Wealth Partners
Wisconsin
$2.28M
PIA
910
Perennial Investment Advisors
California
$2.27M
SIS
911
Strategic Investment Solutions
Illinois
$2.26M
WWC
912
Waypoint Wealth Counsel
Georgia
$2.25M
CCWM
913
Cassaday & Co Wealth Management
Virginia
$2.25M
Squarepoint
914
Squarepoint
New York
$2.25M
MF
915
Meridian Financial
Massachusetts
$2.24M
CA
916
Crewe Advisors
Utah
$2.23M
TF
917
Tudor Financial
Ohio
$2.22M
SI
918
Saxon Interests
Texas
$2.22M
FPB
919
First PREMIER Bank
South Dakota
$2.22M
RSWA
920
Robinson Smith Wealth Advisors
Maine
$2.22M
GKWIM
921
Gerber Kawasaki Wealth & Investment Management
California
$2.21M
APW
922
Acima Private Wealth
Virginia
$2.21M
CWA
923
CJM Wealth Advisers
Virginia
$2.21M
MA
924
MKT Advisors
California
$2.2M
SS
925
Sunbelt Securities
Texas
$2.2M