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