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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
BWM
951
BNC Wealth Management
Oregon
$2.01M
NCM
952
Novare Capital Management
North Carolina
$2M
FWCM
953
Ferguson Wellman Capital Management
Oregon
$2M
SWM
954
Silverlake Wealth Management
Vermont
$2M
USAA
955
United Services Automobile Association
Texas
$1.98M
MWM
956
MOKAN Wealth Management
Kansas
$1.97M
FGA
957
Fortis Group Advisors
New Jersey
$1.96M
TA
958
TPG Advisors
Illinois
$1.96M
CAI
959
Capital Advisors Inc
Oklahoma
$1.95M
BAM
960
BOS Asset Management
Illinois
$1.94M
CC
961
Chicago Capital
Illinois
$1.93M
NRW
962
Nova R Wealth
Kansas
$1.93M
BAG
963
Bridgewealth Advisory Group
California
$1.92M
CWS
964
Cypress Wealth Services
California
$1.91M
JGCM
965
Joseph Group Capital Management
Ohio
$1.91M
SC
966
Sepio Capital
Utah
$1.91M
PWM
967
Power Wealth Management
Georgia
$1.9M
SM
968
Sweeney & Michel
California
$1.89M
TWA
969
Talisman Wealth Advisors
New Jersey
$1.88M
CGA
970
Crescent Grove Advisors
Illinois
$1.88M
IF
971
Integrity Financial
Wyoming
$1.88M
MEAC
972
M.E. Allison & Co
Texas
$1.87M
M
973
MOTCO
Texas
$1.87M
SH
974
SLT Holdings
Arizona
$1.87M
AWM
975
Angeles Wealth Management
California
$1.85M