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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
CWA
976
CJM Wealth Advisers
Virginia
$2.27M +$22.7K +104 +1%
MF
977
Meridian Financial
Massachusetts
$2.27M -$12.5K -57 -0.5%
GKWIM
978
Gerber Kawasaki Wealth & Investment Management
California
$2.27M +$19.9K +91 +0.9%
FPB
979
First PREMIER Bank
South Dakota
$2.27M +$6.12K +28 +0.3%
TP
980
Thayer Partners
Pennsylvania
$2.26M +$2.25M +10,277 New
CA
981
Crewe Advisors
Utah
$2.25M -$24K -110 -1%
APW
982
Acima Private Wealth
Virginia
$2.25M
LI
983
LRI Investments
Florida
$2.25M +$21.8K +100 +1%
CHWM
984
Cauble & Harre Wealth Management
Missouri
$2.2M +$2.19M +10,030 New
BAM
985
BOS Asset Management
Illinois
$2.2M +$231K +1,057 +12%
CLIP
986
Colter Lewis Investment Partners
Connecticut
$2.2M +$2.19M +10,014 New
TCMP
987
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.2M +$95.7K +438 +5%
RSWA
988
Robinson Smith Wealth Advisors
Maine
$2.2M -$61K -279 -3%
BCI
989
Brinker Capital Investments
Pennsylvania
$2.19M +$340K +1,556 +18%
FFA
990
Founders Financial Alliance
North Carolina
$2.19M +$79.3K +363 +4%
MA
991
MKT Advisors
California
$2.19M -$61.8K -283 -3%
DWM
992
Defined Wealth Management
Oregon
$2.19M -$15.1K -69 -0.7%
KA
993
KDT Advisors
New York
$2.18M
LBC
994
Lowe Brockenbrough & Co
Virginia
$2.18M -$6.34K -29 -0.3%
CFCI
995
Comprehensive Financial Consultants Institutional
Indiana
$2.18M -$1.31K -6 -0.1%
BCA
996
Bitterroot Capital Advisors
Montana
$2.18M +$2.17M +9,912 New
BFA
997
Ballast Financial Advisors
Pennsylvania
$2.17M +$2.16M +9,895 New
PCI
998
Planning Center Inc
Illinois
$2.17M +$48.1K +220 +2%
MWM
999
MOKAN Wealth Management
Kansas
$2.16M +$156K +713 +8%
TA
1000
TPG Advisors
Illinois
$2.16M +$165K +753 +8%