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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
PJSIMP
901
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.29M
PGWM
902
Pitti Group Wealth Management
New York
$2.29M
TFS
903
Thoroughbred Financial Services
Tennessee
$2.29M
DW
904
Durante & Waters
New York
$2.28M
SAM
905
Synergy Asset Management
Washington
$2.28M
GWP
906
Gateway Wealth Partners
Wisconsin
$2.28M
PIA
907
Perennial Investment Advisors
California
$2.27M
SIS
908
Strategic Investment Solutions
Illinois
$2.26M
WWC
909
Waypoint Wealth Counsel
Georgia
$2.25M
CCWM
910
Cassaday & Co Wealth Management
Virginia
$2.25M
Squarepoint
911
Squarepoint
New York
$2.25M
MF
912
Meridian Financial
Massachusetts
$2.24M
CA
913
Crewe Advisors
Utah
$2.23M
TF
914
Tudor Financial
Ohio
$2.22M
SI
915
Saxon Interests
Texas
$2.22M
FPB
916
First PREMIER Bank
South Dakota
$2.22M
RSWA
917
Robinson Smith Wealth Advisors
Maine
$2.22M
GKWIM
918
Gerber Kawasaki Wealth & Investment Management
California
$2.21M
APW
919
Acima Private Wealth
Virginia
$2.21M
CWA
920
CJM Wealth Advisers
Virginia
$2.21M
MA
921
MKT Advisors
California
$2.2M
SS
922
Sunbelt Securities
Texas
$2.2M
LI
923
LRI Investments
Florida
$2.18M
DWM
924
Defined Wealth Management
Oregon
$2.16M
LBC
925
Lowe Brockenbrough & Co
Virginia
$2.15M