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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
SSC
1101
Syverson Strege & Co
Iowa
$1.37M
SAM
1102
Smartleaf Asset Management
Massachusetts
$1.37M
MWS
1103
MFA Wealth Services
California
$1.37M
HAM
1104
Harmony Asset Management
Arizona
$1.36M
CMBA
1105
C.M. Bidwell & Associates
Hawaii
$1.36M
CFIA
1106
Cantor Fitzgerald Investment Advisors
New York
$1.36M
BCMLT
1107
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.35M
SWP
1108
Summit Wealth Partners
Florida
$1.35M
DRP
1109
Decker Retirement Planning
Utah
$1.35M
FAG
1110
Fortitude Advisory Group
Washington
$1.35M
NED
1111
Nancy E. Dempze
$1.34M
CKAIS
1112
Christensen King & Associates Investment Services
Washington
$1.34M
FFO
1113
Fiduciary Family Office
Florida
$1.34M
ATS
1114
Ashton Thomas Securities
New York
$1.34M
WC
1115
Wolfstich Capital
Massachusetts
$1.33M
LSWP
1116
Liberty Square Wealth Partners
Pennsylvania
$1.33M
LFS
1117
Littlejohn Financial Services
Oregon
$1.33M
WFM
1118
Wolff Financial Management
Michigan
$1.33M
RW
1119
RVW Wealth
California
$1.33M
DWP
1120
Daymark Wealth Partners
Ohio
$1.33M
TCM
1121
Telos Capital Management
California
$1.32M
FCBT
1122
First Citizens Bank & Trust
North Carolina
$1.32M
PJWM
1123
Philip James Wealth Mangement
Georgia
$1.31M
HWM
1124
Horizon Wealth Management
Illinois
$1.31M
CHA
1125
Cooper/Haims Advisors
New York
$1.31M