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