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Vanguard Dividend Appreciation ETF

2,289 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, 836 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,289
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
MWAM
1051
Manhattan West Asset Management
California
$1.51M
MWA
1052
Monograph Wealth Advisors
California
$1.51M
LSA
1053
Lansing Street Advisors
Pennsylvania
$1.51M
FFM
1054
Forum Financial Management
Illinois
$1.51M
TAM
1055
Townsend Asset Management
North Carolina
$1.49M
IP
1056
Integras Partners
Georgia
$1.49M
CCG
1057
Catalina Capital Group
California
$1.48M
WDL
1058
Well Done LLC
Michigan
$1.48M
PBF
1059
Petix & Botte Financial
California
$1.48M
OFS
1060
OneAscent Financial Services
Alabama
$1.47M
AWM
1061
Aries Wealth Management
Maine
$1.47M
ESB
1062
Essex Savings Bank
Connecticut
$1.47M
HW
1063
HORAN Wealth
Ohio
$1.47M
KA
1064
Klingman & Associates
New York
$1.47M
EHC
1065
Everett Harris & Co
California
$1.46M
LFG
1066
Larson Financial Group
Missouri
$1.46M
OP
1067
ORG Partners
Indiana
$1.45M
TC
1068
TAGStone Capital
North Carolina
$1.45M
FRA
1069
Frank Rimerman Advisors
California
$1.45M
CFO
1070
Callan Family Office
Pennsylvania
$1.45M
CB
1071
Community Bank
New York
$1.45M
CFP
1072
Catalyst Financial Partners
Massachusetts
$1.45M
CWA
1073
Crux Wealth Advisors
California
$1.44M
MWM
1074
Mascagni Wealth Management
Mississippi
$1.44M
WCM
1075
Weik Capital Management
Pennsylvania
$1.44M