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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
LSPW
1051
Lake Street Private Wealth
Illinois
$1.55M
MA
1052
MONECO Advisors
Connecticut
$1.55M
PRP
1053
Peak Retirement Planning
Ohio
$1.55M
Barclays
1054
Barclays
United Kingdom
$1.54M
TC
1055
TownSquare Capital
Utah
$1.54M
AWM
1056
Avior Wealth Management
Nebraska
$1.53M
AG
1057
AmeriFlex Group
Nevada
$1.53M
SWM
1058
Sagace Wealth Management
Florida
$1.52M
MWAM
1059
Manhattan West Asset Management
California
$1.51M
MWA
1060
Monograph Wealth Advisors
California
$1.51M
LSA
1061
Lansing Street Advisors
Pennsylvania
$1.51M
FFM
1062
Forum Financial Management
Illinois
$1.51M
TAM
1063
Townsend Asset Management
North Carolina
$1.49M
IP
1064
Integras Partners
Georgia
$1.49M
CCG
1065
Catalina Capital Group
California
$1.48M
WDL
1066
Well Done LLC
Michigan
$1.48M
PBF
1067
Petix & Botte Financial
California
$1.48M
OFS
1068
OneAscent Financial Services
Alabama
$1.47M
AWM
1069
Aries Wealth Management
Maine
$1.47M
ESB
1070
Essex Savings Bank
Connecticut
$1.47M
HW
1071
HORAN Wealth
Ohio
$1.47M
KA
1072
Klingman & Associates
New York
$1.47M
EHC
1073
Everett Harris & Co
California
$1.46M
LFG
1074
Larson Financial Group
Missouri
$1.46M
OP
1075
ORG Partners
Indiana
$1.45M