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Vanguard Dividend Appreciation ETF

2,286 hedge funds and large institutions have $44.7B invested in Vanguard Dividend Appreciation ETF in 2025 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 904 increasing their positions, 836 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,286
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
CKAIS
1101
Christensen King & Associates Investment Services
Washington
$1.34M
FFO
1102
Fiduciary Family Office
Florida
$1.34M
ATS
1103
Ashton Thomas Securities
New York
$1.34M
WC
1104
Wolfstich Capital
Massachusetts
$1.33M
LSWP
1105
Liberty Square Wealth Partners
Pennsylvania
$1.33M
LFS
1106
Littlejohn Financial Services
Oregon
$1.33M
WFM
1107
Wolff Financial Management
Michigan
$1.33M
RW
1108
RVW Wealth
California
$1.33M
DWP
1109
Daymark Wealth Partners
Ohio
$1.33M
TCM
1110
Telos Capital Management
California
$1.32M
FCBT
1111
First Citizens Bank & Trust
North Carolina
$1.32M
PJWM
1112
Philip James Wealth Mangement
Georgia
$1.31M
HWM
1113
Horizon Wealth Management
Illinois
$1.31M
CHA
1114
Cooper/Haims Advisors
New York
$1.31M
PG
1115
Patten Group
Tennessee
$1.31M
AWP
1116
Abacus Wealth Partners
California
$1.31M
SA
1117
Strategic Advisors
New York
$1.31M
CPA
1118
Clear Point Advisors
New York
$1.31M
CI
1119
Conning Inc
Connecticut
$1.31M
LWM
1120
Luminvest Wealth Management
Arizona
$1.3M
HCM
1121
Highview Capital Management
Illinois
$1.3M
ML
1122
McAdam LLC
Pennsylvania
$1.3M
GWA
1123
Gutierrez Wealth Advisory
Arkansas
$1.3M
PMG
1124
Private Management Group
California
$1.3M
AG
1125
Ascent Group
Virginia
$1.29M