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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
IA
1001
Insight Advisors
Pennsylvania
$1.74M
HF
1002
HRT Financial
New York
$1.74M
RI
1003
Ridgewood Investments
New Jersey
$1.73M
SG
1004
Stanich Group
New York
$1.73M
AWA
1005
ARQ Wealth Advisors
Arizona
$1.73M
WA
1006
WBH Advisory
Maryland
$1.72M
KCFA
1007
Key Client Fiduciary Advisors
New Jersey
$1.71M
RA
1008
RFG Advisory
Alabama
$1.7M
MF
1009
Midwestern Financial
Iowa
$1.7M
ONSWM
1010
Old North State Wealth Management
North Carolina
$1.7M
SAI
1011
Savvy Advisors Inc
New York
$1.7M
KIM
1012
Kane Investment Management
California
$1.69M
SFG
1013
SNS Financial Group
Minnesota
$1.69M
NC
1014
NovaPoint Capital
Georgia
$1.69M
SP
1015
Successful Portfolios
Florida
$1.66M
TL
1016
Tradewinds LLC
North Carolina
$1.66M
NFG
1017
Nadler Financial Group
Illinois
$1.65M
CWMGP
1018
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.65M
BCM
1019
Bienville Capital Management
New York
$1.64M
KLI
1020
Kelman-Lazarov Inc
Tennessee
$1.64M
IIC
1021
Ironwood Investment Counsel
Arizona
$1.64M
AEPWM
1022
Atlantic Edge Private Wealth Management
Florida
$1.64M
FCA
1023
Fortis Capital Advisors
Kansas
$1.63M
HGWM
1024
Horst & Graben Wealth Management
Oregon
$1.63M
DSC
1025
Duncker Streett & Co
Missouri
$1.62M