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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
CAS
976
Coppell Advisory Solutions
Texas
$1.83M
RWIA
977
Roger Wittlin Investment Advisory
California
$1.83M
RIA
978
Realta Investment Advisors
Delaware
$1.83M
CIC
979
Cutler Investment Counsel
Oregon
$1.83M
CIAS
980
CFS Investment Advisory Services
New Jersey
$1.82M
BCI
981
Brinker Capital Investments
Pennsylvania
$1.82M
PCH
982
PGIM Custom Harvest
New Jersey
$1.82M
ICP
983
Impact Capital Partners
Colorado
$1.81M
BF
984
BOK Financial
Oklahoma
$1.81M
RMF
985
Red Mountain Financial
Colorado
$1.8M
CCFCSB
986
Cape Cod Five Cents Savings Bank
Massachusetts
$1.8M
NA
987
Note Advisors
New York
$1.8M
HTWM
988
Hartmann Taylor Wealth Management
Texas
$1.78M
ICM
989
IMS Capital Management
Oregon
$1.78M
JIP
990
Jaffetilchin Investment Partners
Florida
$1.78M
VCM
991
Versant Capital Management
Arizona
$1.78M
CFGA
992
Cambridge Financial Group (Arizona)
Arizona
$1.77M
VA
993
Vident Advisory
Georgia
$1.77M
Renaissance Technologies
994
Renaissance Technologies
New York
$1.77M
BF
995
Baring Financial
Washington
$1.77M
WS
996
Wedbush Securities
California
$1.76M
MPCA
997
Madison Park Capital Advisors
Washington
$1.76M
WMG
998
WESCAP Management Group
California
$1.74M
SHGA
999
Sand Hill Global Advisors
California
$1.74M
KP
1000
Keel Point
Alabama
$1.74M