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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
LI
926
LRI Investments
Florida
$2.18M
DWM
927
Defined Wealth Management
Oregon
$2.16M
LBC
928
Lowe Brockenbrough & Co
Virginia
$2.15M
KA
929
KDT Advisors
New York
$2.14M
CFCI
930
Comprehensive Financial Consultants Institutional
Indiana
$2.14M
SIG
931
Spinnaker Investment Group
California
$2.14M
RMCM
932
Reynders McVeigh Capital Management
Massachusetts
$2.14M
Thrivent Financial for Lutherans
933
Thrivent Financial for Lutherans
Minnesota
$2.13M
GWM
934
GK Wealth Management
Nevada
$2.13M
AIA
935
AIMZ Investment Advisors
California
$2.12M
MW
936
Members Wealth
Pennsylvania
$2.09M
FCH
937
Freestone Capital Holdings
Washington
$2.09M
PCI
938
Planning Center Inc
Illinois
$2.08M
FFA
939
Founders Financial Alliance
North Carolina
$2.07M
TA
940
TrueWealth Advisors
Alabama
$2.07M
TCMP
941
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.06M
TDC
942
Thompson Davis & Co
Virginia
$2.06M
VFPW
943
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.05M
LA
944
LexAurum Advisors
Kansas
$2.04M
SHFA
945
SC&H Financial Advisors
Maryland
$2.04M
IF
946
IRON Financial
Illinois
$2.04M
RFC
947
Regions Financial Corp
Alabama
$2.03M
AWMT
948
AAFMAA Wealth Management & Trust
North Carolina
$2.03M
VFIC
949
Valley Forge Investment Consultants
Pennsylvania
$2.03M
BTI
950
Blue Trust Inc
Georgia
$2.02M