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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
M
976
MOTCO
Texas
$1.87M
SH
977
SLT Holdings
Arizona
$1.87M
AWM
978
Angeles Wealth Management
California
$1.85M
CAS
979
Coppell Advisory Solutions
Texas
$1.83M
RWIA
980
Roger Wittlin Investment Advisory
California
$1.83M
RIA
981
Realta Investment Advisors
Delaware
$1.83M
CIC
982
Cutler Investment Counsel
Oregon
$1.83M
CIAS
983
CFS Investment Advisory Services
New Jersey
$1.82M
BCI
984
Brinker Capital Investments
Pennsylvania
$1.82M
PCH
985
PGIM Custom Harvest
New Jersey
$1.82M
ICP
986
Impact Capital Partners
Colorado
$1.81M
BF
987
BOK Financial
Oklahoma
$1.81M
RMF
988
Red Mountain Financial
Colorado
$1.8M
CCFCSB
989
Cape Cod Five Cents Savings Bank
Massachusetts
$1.8M
NA
990
Note Advisors
New York
$1.8M
HTWM
991
Hartmann Taylor Wealth Management
Texas
$1.78M
ICM
992
IMS Capital Management
Oregon
$1.78M
JIP
993
Jaffetilchin Investment Partners
Florida
$1.78M
VCM
994
Versant Capital Management
Arizona
$1.78M
CFGA
995
Cambridge Financial Group (Arizona)
Arizona
$1.77M
VA
996
Vident Advisory
Georgia
$1.77M
Renaissance Technologies
997
Renaissance Technologies
New York
$1.77M
BF
998
Baring Financial
Washington
$1.77M
WS
999
Wedbush Securities
California
$1.76M
MPCA
1000
Madison Park Capital Advisors
Washington
$1.76M