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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
RRA
951
Round Rock Advisors
Connecticut
$2.02M
WIA
952
Wetzel Investment Advisors
Indiana
$2.01M
RIA
953
RPG Investment Advisory
California
$2.01M
BWM
954
BNC Wealth Management
Oregon
$2.01M
NCM
955
Novare Capital Management
North Carolina
$2M
FWCM
956
Ferguson Wellman Capital Management
Oregon
$2M
SWM
957
Silverlake Wealth Management
Vermont
$2M
USAA
958
United Services Automobile Association
Texas
$1.98M
MWM
959
MOKAN Wealth Management
Kansas
$1.97M
FGA
960
Fortis Group Advisors
New Jersey
$1.96M
TA
961
TPG Advisors
Illinois
$1.96M
CAI
962
Capital Advisors Inc
Oklahoma
$1.95M
BAM
963
BOS Asset Management
Illinois
$1.94M
CC
964
Chicago Capital
Illinois
$1.93M
NRW
965
Nova R Wealth
Kansas
$1.93M
BAG
966
Bridgewealth Advisory Group
California
$1.92M
CWS
967
Cypress Wealth Services
California
$1.91M
JGCM
968
Joseph Group Capital Management
Ohio
$1.91M
SC
969
Sepio Capital
Utah
$1.91M
PWM
970
Power Wealth Management
Georgia
$1.9M
SM
971
Sweeney & Michel
California
$1.89M
TWA
972
Talisman Wealth Advisors
New Jersey
$1.88M
CGA
973
Crescent Grove Advisors
Illinois
$1.88M
IF
974
Integrity Financial
Wyoming
$1.88M
MEAC
975
M.E. Allison & Co
Texas
$1.87M