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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
VCM
1026
Vivaldi Capital Management
Illinois
$1.59M
PCP
1027
Proficio Capital Partners
Massachusetts
$1.59M
IFWM
1028
Institute for Wealth Management
Colorado
$1.59M
PCM
1029
Piedmont Capital Management
Montana
$1.59M
CFS
1030
Compass Financial Services
Iowa
$1.59M
SCM
1031
Saxony Capital Management
Missouri
$1.59M
FAB
1032
First American Bank
Illinois
$1.58M
BBI
1033
Baxter Bros Inc
Connecticut
$1.58M
TIA
1034
Traphagen Investment Advisors
New Jersey
$1.58M
RCYC
1035
Richard C. Young & Co
Rhode Island
$1.57M
AWA
1036
Arbor Wealth Advisors
Michigan
$1.57M
S
1037
Sachetta
Massachusetts
$1.57M
IWA
1038
Inspirion Wealth Advisors
Illinois
$1.57M
MAM
1039
Mystic Asset Management
Rhode Island
$1.57M
CAM
1040
Carret Asset Management
New York
$1.57M
OCPWS
1041
One Charles Private Wealth Services
Massachusetts
$1.56M
NWA
1042
Navis Wealth Advisors
New York
$1.56M
DC
1043
Darrow Company
Massachusetts
$1.55M
LSPW
1044
Lake Street Private Wealth
Illinois
$1.55M
MA
1045
MONECO Advisors
Connecticut
$1.55M
PRP
1046
Peak Retirement Planning
Ohio
$1.55M
Barclays
1047
Barclays
United Kingdom
$1.54M
TC
1048
TownSquare Capital
Utah
$1.54M
AWM
1049
Avior Wealth Management
Nebraska
$1.53M
AG
1050
AmeriFlex Group
Nevada
$1.53M