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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
AAA
951
Andrews Advisory Associates
Hawaii
$2.48M +$2.46M +11,270 New
SWP
952
Strategic Wealth Partners
Ohio
$2.47M -$195K -892 -7%
WB
953
West Bancorporation
Iowa
$2.47M -$42.8K -196 -2%
EWA
954
EQ Wealth Advisors
Texas
$2.46M -$50.3K -230 -2%
CFO
955
Collective Family Office
Pennsylvania
$2.45M +$6.77K +31 +0.3%
BL
956
BFSG LLC
California
$2.45M +$1.55M +7,079 +175%
WJWM
957
Williams Jones Wealth Management
New York
$2.44M +$68.4K +313 +3%
GLA
958
Great Lakes Advisors
Illinois
$2.44M -$19.4K -89 -0.8%
SIA
959
Sage Investment Advisers
New York
$2.44M +$2.43M +11,113 New
SMA
960
Sage Mountain Advisors
Georgia
$2.43M +$1.49M +6,836 +161%
AUB
961
Atlantic Union Bankshares
Virginia
$2.41M -$80K -366 -3%
BBFA
962
Brindle & Bay Financial Advisors
Texas
$2.41M +$2.4M +10,975 New
RWM
963
Revisor Wealth Management
Ohio
$2.4M +$1.41M +6,441 +147%
SSWM
964
Smith Salley Wealth Management
North Carolina
$2.38M -$97.9K -448 -4%
JBA
965
Johnson Bixby & Associates
Washington
$2.38M -$425K -1,947 -15%
SW
966
Simplicity Wealth
New Jersey
$2.37M -$470K -2,151 -17%
PGWM
967
Pitti Group Wealth Management
New York
$2.36M +$30.6K +140 +1%
PIA
968
Perennial Investment Advisors
California
$2.35M +$36.3K +166 +2%
RFC
969
Regions Financial Corp
Alabama
$2.35M +$275K +1,258 +13%
DW
970
Durante & Waters
New York
$2.33M +$2.62K +12 +0.1%
BDF
971
Black Diamond Financial
Maryland
$2.3M +$876K +4,010 +62%
TIP
972
Tandem Investment Partners
New Jersey
$2.29M -$1.35M -6,188 -37%
NWA
973
Navis Wealth Advisors
New York
$2.28M +$684K +3,130 +43%
TF
974
Tudor Financial
Ohio
$2.28M +$12K +55 +0.5%
SI
975
Saxon Interests
Texas
$2.27M -$43.7K -200 -2%