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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
TC
1076
TAGStone Capital
North Carolina
$1.45M
FRA
1077
Frank Rimerman Advisors
California
$1.45M
CFO
1078
Callan Family Office
Pennsylvania
$1.45M
CB
1079
Community Bank
New York
$1.45M
CFP
1080
Catalyst Financial Partners
Massachusetts
$1.45M
CWA
1081
Crux Wealth Advisors
California
$1.44M
MWM
1082
Mascagni Wealth Management
Mississippi
$1.44M
WCM
1083
Weik Capital Management
Pennsylvania
$1.44M
DWA
1084
Douglass Winthrop Advisors
New York
$1.44M
BWA
1085
BlueChip Wealth Advisors
Georgia
$1.43M
AssetMark Inc
1086
AssetMark Inc
California
$1.43M
GWCM
1087
Godshalk Welsh Capital Management
Pennsylvania
$1.43M
BFO
1088
Biltmore Family Office
North Carolina
$1.42M
AI
1089
Atria Investments
North Carolina
$1.42M
ACM
1090
AUA Capital Management
Pennsylvania
$1.42M
WC
1091
Wexford Capital
Florida
$1.41M
VFA
1092
Valeo Financial Advisors
Indiana
$1.4M
RFN
1093
RDA Financial Network
Iowa
$1.4M
BDF
1094
Black Diamond Financial
Maryland
$1.39M
APW
1095
Austin Private Wealth
Texas
$1.39M
SFG
1096
Sovereign Financial Group
Connecticut
$1.38M
KNFPWM
1097
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.38M
XF
1098
XML Financial
Maryland
$1.38M
BA
1099
Bluesphere Advisors
Pennsylvania
$1.37M
MAG
1100
Mayfair Advisory Group
Alabama
$1.37M