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