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Vanguard Dividend Appreciation ETF

2,515 hedge funds and large institutions have $48.1B invested in Vanguard Dividend Appreciation ETF in 2025 Q4 according to their latest regulatory filings, with 306 funds opening new positions, 1,030 increasing their positions, 819 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

806% more call options, than puts

Call options by funds: $100M | Put options by funds: $11.1M

337% more first-time investments, than exits

New positions opened: 306 | Existing positions closed: 70

26% more repeat investments, than reductions

Existing positions increased: 1,030 | Existing positions reduced: 819

12% more funds holding in top 10

Funds holding in top 10: 247276 (+29)

8% more funds holding

Funds holding: 2,3292,515 (+186)

7% more capital invested

Capital invested by funds: $45B → $48.1B (+$3.11B)

1.64% more ownership

Funds ownership: 46.01%47.64% (+1.6%)

Holders
2,515
Holders Change
+186
Holders Change %
+7.99%
% of All Funds
30.6%
Holding in Top 10
276
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+11.74%
% of All Funds
3.36%
New
306
Increased
1,030
Reduced
819
Closed
70
Calls
$100M
Puts
$11.1M
Net Calls
+$89.3M
Net Calls Change
-$3.07M
Name Holding Trade Value Shares
Change
Change in
Stake
IIC
1101
Ironwood Investment Counsel
Arizona
$1.67M +$2.19K +10 +0.1%
HGWM
1102
Horst & Graben Wealth Management
Oregon
$1.67M +$8.96K +41 +0.5%
RWIA
1103
Roger Wittlin Investment Advisory
California
$1.67M -$192K -878 -10%
PCMM
1104
Piedmont Capital Management (Montana)
Montana
$1.65M +$37.4K +171 +2%
CWMGP
1105
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.65M -$27.5K -126 -2%
FCA
1106
Fortis Capital Advisors
Kansas
$1.65M -$14.4K -66 -0.9%
BBI
1107
Baxter Bros Inc
Connecticut
$1.65M +$40.4K +185 +3%
BWM
1108
Birchcreek Wealth Management
Ohio
$1.64M
TFO
1109
Tarbox Family Office
California
$1.64M -$1.11M -5,068 -40%
PCP
1110
Proficio Capital Partners
Massachusetts
$1.63M +$7.43K +34 +0.5%
LSPW
1111
Lake Street Private Wealth
Illinois
$1.62M +$40K +183 +3%
FAB
1112
First American Bank
Illinois
$1.61M
MAM
1113
Mystic Asset Management
Rhode Island
$1.61M +$16.2K +74 +1%
MWM
1114
MOR Wealth Management
Pennsylvania
$1.61M +$1.6M +7,322 New
AWA
1115
Arbor Wealth Advisors
Michigan
$1.61M +$4.15K +19 +0.3%
VCM
1116
Vivaldi Capital Management
Illinois
$1.6M -$18.8K -86 -1%
CAM
1117
Carret Asset Management
New York
$1.6M +$8.08K +37 +0.5%
MWA
1118
Monograph Wealth Advisors
California
$1.6M +$69K +316 +5%
CFS
1119
Compass Financial Services
Iowa
$1.6M -$16.4K -75 -1%
AI
1120
Atria Investments
North Carolina
$1.6M +$147K +674 +10%
MA
1121
MONECO Advisors
Connecticut
$1.59M +$7.21K +33 +0.5%
DSC
1122
Duncker Streett & Co
Missouri
$1.59M -$65.8K -301 -4%
DC
1123
Darrow Company
Massachusetts
$1.58M
FFM
1124
Forum Financial Management
Illinois
$1.58M +$39.8K +182 +3%
RCYC
1125
Richard C. Young & Co
Rhode Island
$1.57M -$29.7K -136 -2%