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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
WMG
1001
WESCAP Management Group
California
$1.74M
SHGA
1002
Sand Hill Global Advisors
California
$1.74M
KP
1003
Keel Point
Alabama
$1.74M
IA
1004
Insight Advisors
Pennsylvania
$1.74M
HF
1005
HRT Financial
New York
$1.74M
RI
1006
Ridgewood Investments
New Jersey
$1.73M
SG
1007
Stanich Group
New York
$1.73M
AWA
1008
ARQ Wealth Advisors
Arizona
$1.73M
WA
1009
WBH Advisory
Maryland
$1.72M
KCFA
1010
Key Client Fiduciary Advisors
New Jersey
$1.71M
RA
1011
RFG Advisory
Alabama
$1.7M
MF
1012
Midwestern Financial
Iowa
$1.7M
ONSWM
1013
Old North State Wealth Management
North Carolina
$1.7M
SAI
1014
Savvy Advisors Inc
New York
$1.7M
KIM
1015
Kane Investment Management
California
$1.69M
SFG
1016
SNS Financial Group
Minnesota
$1.69M
NC
1017
NovaPoint Capital
Georgia
$1.69M
SP
1018
Successful Portfolios
Florida
$1.66M
TL
1019
Tradewinds LLC
North Carolina
$1.66M
NFG
1020
Nadler Financial Group
Illinois
$1.65M
CWMGP
1021
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.65M
BCM
1022
Bienville Capital Management
New York
$1.64M
KLI
1023
Kelman-Lazarov Inc
Tennessee
$1.64M
IIC
1024
Ironwood Investment Counsel
Arizona
$1.64M
AEPWM
1025
Atlantic Edge Private Wealth Management
Florida
$1.64M