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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
CHJWM
926
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.63M -$32.8K -150 -1%
SAG
927
SageView Advisory Group
California
$2.62M -$1.19M -5,458 -31%
AG
928
ASO Group
$2.61M +$2.6M +11,880 New
VHAM
929
Van Hulzen Asset Management
California
$2.58M -$26.9K -123 -1%
EWP
930
Equity Wealth Partners
Missouri
$2.56M -$102K -466 -4%
NAS
931
Nicolet Advisory Services
Wisconsin
$2.56M -$10.9K -50 -0.4%
AR
932
Advisory Research
Illinois
$2.56M
CWMGO
933
Capstone Wealth Management Group (Oregon)
Oregon
$2.56M
CT
934
Colonial Trust
South Carolina
$2.55M
CA
935
CGN Advisors
Kansas
$2.55M +$22.1K +101 +0.9%
CIAS
936
Capital Investment Advisory Services
North Carolina
$2.55M +$35.6K +163 +1%
FWIA
937
Fort Washington Investment Advisors
Ohio
$2.55M -$914K -4,181 -27%
NS
938
NBC Securities
Alabama
$2.53M -$260K -1,188 -9%
LA
939
Latitude Advisors
Florida
$2.53M -$16.4K -75 -0.6%
EA
940
Emerald Advisors
Washington
$2.52M +$182K +833 +8%
RGC
941
Roberts, Glore & Co
Illinois
$2.51M -$17.5K -80 -0.7%
WAM
942
Weinberger Asset Management
California
$2.51M +$136K +624 +6%
GWM
943
GK Wealth Management
Nevada
$2.5M +$329K +1,506 +15%
FA
944
FC Advisory
Pennsylvania
$2.5M +$17.3K +79 +0.7%
AWA
945
Amplius Wealth Advisors
Pennsylvania
$2.49M -$95.5K -437 -4%
WCP
946
Wealthcare Capital Partners
Pennsylvania
$2.49M +$38K +174 +2%
WWC
947
Waypoint Wealth Counsel
Georgia
$2.49M +$194K +890 +9%
MAM
948
Madison Asset Management
Wisconsin
$2.49M -$9.83K -45 -0.4%
HCM
949
Hicks Capital Management
Ohio
$2.48M -$27.3K -125 -1%
DWAM
950
Duncan Williams Asset Management
Tennessee
$2.48M +$18.8K +86 +0.8%