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Vanguard Dividend Appreciation ETF

2,289 hedge funds and large institutions have $44.8B invested in Vanguard Dividend Appreciation ETF in 2025 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 907 increasing their positions, 836 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,289
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
245
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
WA
1001
WBH Advisory
Maryland
$1.72M
KCFA
1002
Key Client Fiduciary Advisors
New Jersey
$1.71M
RA
1003
RFG Advisory
Alabama
$1.7M
MF
1004
Midwestern Financial
Iowa
$1.7M
ONSWM
1005
Old North State Wealth Management
North Carolina
$1.7M
SAI
1006
Savvy Advisors Inc
New York
$1.7M
KIM
1007
Kane Investment Management
California
$1.69M
SFG
1008
SNS Financial Group
Minnesota
$1.69M
NC
1009
NovaPoint Capital
Georgia
$1.69M
SP
1010
Successful Portfolios
Florida
$1.66M
TL
1011
Tradewinds LLC
North Carolina
$1.66M
NFG
1012
Nadler Financial Group
Illinois
$1.65M
CWMGP
1013
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.65M
BCM
1014
Bienville Capital Management
New York
$1.64M
KLI
1015
Kelman-Lazarov Inc
Tennessee
$1.64M
IIC
1016
Ironwood Investment Counsel
Arizona
$1.64M
AEPWM
1017
Atlantic Edge Private Wealth Management
Florida
$1.64M
FCA
1018
Fortis Capital Advisors
Kansas
$1.63M
HGWM
1019
Horst & Graben Wealth Management
Oregon
$1.63M
DSC
1020
Duncker Streett & Co
Missouri
$1.62M
GS
1021
GTS Securities
New York
$1.62M
BWM
1022
Birchcreek Wealth Management
Ohio
$1.61M
EB
1023
Eastern Bank
Massachusetts
$1.61M
WB
1024
WesBanco Bank
West Virginia
$1.6M
VCM
1025
Vivaldi Capital Management
Illinois
$1.59M