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Vanguard Dividend Appreciation ETF

2,290 hedge funds and large institutions have $44.8B invested in Vanguard Dividend Appreciation ETF in 2025 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 907 increasing their positions, 837 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,290
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
SWP
1101
Summit Wealth Partners
Florida
$1.35M
DRP
1102
Decker Retirement Planning
Utah
$1.35M
FAG
1103
Fortitude Advisory Group
Washington
$1.35M
NED
1104
Nancy E. Dempze
$1.34M
CKAIS
1105
Christensen King & Associates Investment Services
Washington
$1.34M
FFO
1106
Fiduciary Family Office
Florida
$1.34M
ATS
1107
Ashton Thomas Securities
New York
$1.34M
WC
1108
Wolfstich Capital
Massachusetts
$1.33M
LSWP
1109
Liberty Square Wealth Partners
Pennsylvania
$1.33M
LFS
1110
Littlejohn Financial Services
Oregon
$1.33M
WFM
1111
Wolff Financial Management
Michigan
$1.33M
RW
1112
RVW Wealth
California
$1.33M
DWP
1113
Daymark Wealth Partners
Ohio
$1.33M
TCM
1114
Telos Capital Management
California
$1.32M
FCBT
1115
First Citizens Bank & Trust
North Carolina
$1.32M
PJWM
1116
Philip James Wealth Mangement
Georgia
$1.31M
HWM
1117
Horizon Wealth Management
Illinois
$1.31M
CHA
1118
Cooper/Haims Advisors
New York
$1.31M
PG
1119
Patten Group
Tennessee
$1.31M
AWP
1120
Abacus Wealth Partners
California
$1.31M
SA
1121
Strategic Advisors
New York
$1.31M
CPA
1122
Clear Point Advisors
New York
$1.31M
CI
1123
Conning Inc
Connecticut
$1.31M
LWM
1124
Luminvest Wealth Management
Arizona
$1.3M
HCM
1125
Highview Capital Management
Illinois
$1.3M