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Vanguard Dividend Appreciation ETF

2,443 hedge funds and large institutions have $47.5B invested in Vanguard Dividend Appreciation ETF in 2025 Q4 according to their latest regulatory filings, with 265 funds opening new positions, 1,019 increasing their positions, 803 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,443
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
264
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$100M
Puts
$11.1M
Net Calls
Net Calls Change

Top Buyers

1 +$753M
2 +$62.7M
3 +$62.1M
4
Raymond James Financial
Raymond James Financial
Florida
+$57.5M
5
Morgan Stanley
Morgan Stanley
New York
+$54.1M

Top Sellers

1 -$145M
2 -$120M
3 -$58.2M
4
Corient Private Wealth
Corient Private Wealth
Florida
-$45.5M
5
Two Sigma Investments
Two Sigma Investments
New York
-$24.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
76
Brookstone Capital Management
Illinois
$72.5M
BWFA
77
Baltimore-Washington Financial Advisors
Maryland
$69.8M
PWP
78
Perfromance Wealth Partners
Illinois
$69.1M
PCMC
79
Paragon Capital Management (Colorado)
Colorado
$67.8M
BPA
80
Beacon Pointe Advisors
California
$66.9M
AO
81
Advisor OS
Illinois
$66.7M
RWP
82
RWA Wealth Partners
Massachusetts
$66.2M
MA
83
MJP Associates
Connecticut
$64.6M
BMM
84
Berkshire Money Management
Massachusetts
$62.2M
PP
85
PDS Planning
Ohio
$61.1M
EH
86
Equitable Holdings
New York
$60.3M
TLFA
87
True Link Financial Advisors
California
$59.6M
PA
88
Planning Alternatives
Michigan
$58.8M
PWA
89
Provenance Wealth Advisors
Florida
$58.4M
EA
90
Enclave Advisors
Texas
$58.3M
EK
91
Evensky & Katz
Florida
$57.2M
US Bancorp
92
US Bancorp
Minnesota
$55.4M
WA
93
Wealth Architects
California
$53.9M
GI
94
GLOBALT Investments
Georgia
$52.9M
PWP
95
Principle Wealth Partners
Connecticut
$50.9M
Northern Trust
96
Northern Trust
Illinois
$50.6M
NFW
97
Noble Family Wealth
Florida
$49.7M
NEPWA
98
New England Private Wealth Advisors
Massachusetts
$49.7M
APP
99
Avantax Planning Partners
Iowa
$49.5M
IA
100
Intellus Advisors
Florida
$48.3M