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Vanguard Dividend Appreciation ETF

2,515 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, 1,030 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: 1,030 | Existing positions reduced: 819

12% more funds holding in top 10

Funds holding in top 10: 247276 (+29)

8% more funds holding

Funds holding: 2,3292,515 (+186)

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
2,515
Holders Change
+186
Holders Change %
+7.99%
% of All Funds
30.6%
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
1,030
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
CCWM
1001
Cassaday & Co Wealth Management
Virginia
$2.16M -$130K -596 -6%
FIT
1002
Financially in Tune
Massachusetts
$2.16M +$2.14M +9,807 New
SIG
1003
Spinnaker Investment Group
California
$2.15M -$24K -110 -1%
XT
1004
XTX Topco
Cayman Islands
$2.15M +$1.84M +8,423 +620%
TA
1005
TrueWealth Advisors
Alabama
$2.15M +$42.2K +193 +2%
PCH
1006
PGIM Custom Harvest
New Jersey
$2.15M +$295K +1,348 +16%
RIA
1007
RPG Investment Advisory
California
$2.15M +$101K +461 +5%
PWM
1008
Peck Wealth Management
New York
$2.12M -$5.24K -24 -0.2%
VFIC
1009
Valley Forge Investment Consultants
Pennsylvania
$2.11M +$44.8K +205 +2%
TDC
1010
Thompson Davis & Co
Virginia
$2.1M +$3.28K +15 +0.2%
VFPW
1011
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.1M +$14.4K +66 +0.7%
RMCM
1012
Reynders McVeigh Capital Management
Massachusetts
$2.09M -$85K -389 -4%
DWS
1013
Discipline Wealth Solutions
South Carolina
$2.08M +$1.01M +4,622 +95%
SHFA
1014
SC&H Financial Advisors
Maryland
$2.08M +$3.71K +17 +0.2%
MW
1015
Members Wealth
Pennsylvania
$2.08M -$87.8K -402 -4%
IF
1016
IRON Financial
Illinois
$2.08M +$218 +1 +0%
AAS
1017
Asset Allocation Strategies
Michigan
$2.08M -$332K -1,519 -14%
NCM
1018
Novare Capital Management
North Carolina
$2.08M +$35.8K +164 +2%
PJSIMP
1019
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.06M -$274K -1,255 -12%
RRA
1020
Round Rock Advisors
Connecticut
$2.05M -$8.52K -39 -0.4%
WIA
1021
Wetzel Investment Advisors
Indiana
$2.04M -$1.09K -5 -0.1%
PRP
1022
Peak Retirement Planning
Ohio
$2.03M +$456K +2,089 +29%
PVAMC
1023
PPS&V Asset Management Consultants
Michigan
$2.02M -$320K -1,465 -14%
SM
1024
Sweeney & Michel
California
$2.02M -$17K -78 -0.9%
BFA
1025
Bragg Financial Advisors
North Carolina
$2.01M +$1.17M +5,349 +140%