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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
KA
926
KDT Advisors
New York
$2.14M
CFCI
927
Comprehensive Financial Consultants Institutional
Indiana
$2.14M
SIG
928
Spinnaker Investment Group
California
$2.14M
RMCM
929
Reynders McVeigh Capital Management
Massachusetts
$2.14M
Thrivent Financial for Lutherans
930
Thrivent Financial for Lutherans
Minnesota
$2.13M
GWM
931
GK Wealth Management
Nevada
$2.13M
AIA
932
AIMZ Investment Advisors
California
$2.12M
MW
933
Members Wealth
Pennsylvania
$2.09M
FCH
934
Freestone Capital Holdings
Washington
$2.09M
PCI
935
Planning Center Inc
Illinois
$2.08M
FFA
936
Founders Financial Alliance
North Carolina
$2.07M
TA
937
TrueWealth Advisors
Alabama
$2.07M
TCMP
938
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.06M
TDC
939
Thompson Davis & Co
Virginia
$2.06M
VFPW
940
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.05M
LA
941
LexAurum Advisors
Kansas
$2.04M
SHFA
942
SC&H Financial Advisors
Maryland
$2.04M
IF
943
IRON Financial
Illinois
$2.04M
RFC
944
Regions Financial Corp
Alabama
$2.03M
AWMT
945
AAFMAA Wealth Management & Trust
North Carolina
$2.03M
VFIC
946
Valley Forge Investment Consultants
Pennsylvania
$2.03M
BTI
947
Blue Trust Inc
Georgia
$2.02M
RRA
948
Round Rock Advisors
Connecticut
$2.02M
WIA
949
Wetzel Investment Advisors
Indiana
$2.01M
RIA
950
RPG Investment Advisory
California
$2.01M