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Vanguard Dividend Appreciation ETF

2,290 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, 837 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,290
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
AWA
1001
ARQ Wealth Advisors
Arizona
$1.73M
WA
1002
WBH Advisory
Maryland
$1.72M
KCFA
1003
Key Client Fiduciary Advisors
New Jersey
$1.71M
RA
1004
RFG Advisory
Alabama
$1.7M
MF
1005
Midwestern Financial
Iowa
$1.7M
ONSWM
1006
Old North State Wealth Management
North Carolina
$1.7M
SAI
1007
Savvy Advisors Inc
New York
$1.7M
KIM
1008
Kane Investment Management
California
$1.69M
SFG
1009
SNS Financial Group
Minnesota
$1.69M
NC
1010
NovaPoint Capital
Georgia
$1.69M
SP
1011
Successful Portfolios
Florida
$1.66M
TL
1012
Tradewinds LLC
North Carolina
$1.66M
NFG
1013
Nadler Financial Group
Illinois
$1.65M
CWMGP
1014
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.65M
BCM
1015
Bienville Capital Management
New York
$1.64M
KLI
1016
Kelman-Lazarov Inc
Tennessee
$1.64M
IIC
1017
Ironwood Investment Counsel
Arizona
$1.64M
AEPWM
1018
Atlantic Edge Private Wealth Management
Florida
$1.64M
FCA
1019
Fortis Capital Advisors
Kansas
$1.63M
HGWM
1020
Horst & Graben Wealth Management
Oregon
$1.63M
DSC
1021
Duncker Streett & Co
Missouri
$1.62M
GS
1022
GTS Securities
New York
$1.62M
BWM
1023
Birchcreek Wealth Management
Ohio
$1.61M
EB
1024
Eastern Bank
Massachusetts
$1.61M
WB
1025
WesBanco Bank
West Virginia
$1.6M