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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
SWM
1051
Sagace Wealth Management
Florida
$1.52M
MWAM
1052
Manhattan West Asset Management
California
$1.51M
MWA
1053
Monograph Wealth Advisors
California
$1.51M
LSA
1054
Lansing Street Advisors
Pennsylvania
$1.51M
FFM
1055
Forum Financial Management
Illinois
$1.51M
TAM
1056
Townsend Asset Management
North Carolina
$1.49M
IP
1057
Integras Partners
Georgia
$1.49M
CCG
1058
Catalina Capital Group
California
$1.48M
WDL
1059
Well Done LLC
Michigan
$1.48M
PBF
1060
Petix & Botte Financial
California
$1.48M
OFS
1061
OneAscent Financial Services
Alabama
$1.47M
AWM
1062
Aries Wealth Management
Maine
$1.47M
ESB
1063
Essex Savings Bank
Connecticut
$1.47M
HW
1064
HORAN Wealth
Ohio
$1.47M
KA
1065
Klingman & Associates
New York
$1.47M
EHC
1066
Everett Harris & Co
California
$1.46M
LFG
1067
Larson Financial Group
Missouri
$1.46M
OP
1068
ORG Partners
Indiana
$1.45M
TC
1069
TAGStone Capital
North Carolina
$1.45M
FRA
1070
Frank Rimerman Advisors
California
$1.45M
CFO
1071
Callan Family Office
Pennsylvania
$1.45M
CB
1072
Community Bank
New York
$1.45M
CFP
1073
Catalyst Financial Partners
Massachusetts
$1.45M
CWA
1074
Crux Wealth Advisors
California
$1.44M
MWM
1075
Mascagni Wealth Management
Mississippi
$1.44M