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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
SFG
901
Sunburst Financial Group
Alabama
$2.73M -$6.99K -32 -0.3%
SYBT
902
Stock Yards Bank & Trust
Kentucky
$2.73M -$110K -503 -4%
AOWM
903
Asset One Wealth Management
Washington
$2.73M +$2.63M +12,047 New
JPLA
904
Joseph P. Lucia & Associates
New York
$2.71M +$22.3K +102 +0.8%
IAIM
905
International Assets Investment Management
Florida
$2.71M -$99.4K -455 -4%
PAMG
906
Patton Albertson Miller Group
Tennessee
$2.7M +$99K +453 +4%
WFA
907
Wellspring Financial Advisors
Ohio
$2.7M +$21K +96 +0.8%
EWM
908
Evercore Wealth Management
New York
$2.7M -$3.5K -16 -0.1%
CCM
909
Charter Capital Management
Wisconsin
$2.7M
CM
910
Cornerstone Management
Georgia
$2.7M -$50.3K -230 -2%
BCM
911
Becker Capital Management
Oregon
$2.69M -$22.3K -102 -0.8%
FDCDDQ
912
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.69M -$75.6K -346 -3%
NSAM
913
North Star Asset Management
Wisconsin
$2.69M -$13.3K -61 -0.5%
VR
914
Vision Retirement
New Jersey
$2.69M +$2.67M +12,234 New
D
915
Dentgroup
Louisiana
$2.69M -$1.09M -4,985 -29%
BC
916
Bulwark Capital
Florida
$2.68M -$88.7K -406 -3%
TCM
917
Tandem Capital Management
New Jersey
$2.67M +$655 +3 +0%
LWMNY
918
Landmark Wealth Management (New York)
New York
$2.67M -$103K -472 -4%
GC
919
Grimes & Company
Massachusetts
$2.67M +$132K +603 +5%
RA
920
RFG Advisory
Alabama
$2.66M +$922K +4,221 +54%
SWM
921
Selby Wealth Management
California
$2.66M +$2.64M +12,091 New
TFS
922
Thoroughbred Financial Services
Tennessee
$2.65M +$320K +1,465 +14%
AIA
923
AIMZ Investment Advisors
California
$2.65M +$480K +2,196 +22%
VV
924
Verity & Verity
South Carolina
$2.64M +$16.6K +76 +0.6%
CAC
925
Certified Advisory Corp
Florida
$2.64M -$369K -1,691 -12%