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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
FCA
1026
Fortis Capital Advisors
Kansas
$1.63M
HGWM
1027
Horst & Graben Wealth Management
Oregon
$1.63M
DSC
1028
Duncker Streett & Co
Missouri
$1.62M
GS
1029
GTS Securities
New York
$1.62M
BWM
1030
Birchcreek Wealth Management
Ohio
$1.61M
EB
1031
Eastern Bank
Massachusetts
$1.61M
WB
1032
WesBanco Bank
West Virginia
$1.6M
VCM
1033
Vivaldi Capital Management
Illinois
$1.59M
PCP
1034
Proficio Capital Partners
Massachusetts
$1.59M
IFWM
1035
Institute for Wealth Management
Colorado
$1.59M
PCMM
1036
Piedmont Capital Management (Montana)
Montana
$1.59M
CFS
1037
Compass Financial Services
Iowa
$1.59M
SCM
1038
Saxony Capital Management
Missouri
$1.59M
FAB
1039
First American Bank
Illinois
$1.58M
BBI
1040
Baxter Bros Inc
Connecticut
$1.58M
TIA
1041
Traphagen Investment Advisors
New Jersey
$1.58M
RCYC
1042
Richard C. Young & Co
Rhode Island
$1.57M
AWA
1043
Arbor Wealth Advisors
Michigan
$1.57M
S
1044
Sachetta
Massachusetts
$1.57M
IWA
1045
Inspirion Wealth Advisors
Illinois
$1.57M
MAM
1046
Mystic Asset Management
Rhode Island
$1.57M
CAM
1047
Carret Asset Management
New York
$1.57M
OCPWS
1048
One Charles Private Wealth Services
Massachusetts
$1.56M
NWA
1049
Navis Wealth Advisors
New York
$1.56M
DC
1050
Darrow Company
Massachusetts
$1.55M