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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
CPA
1126
Clear Point Advisors
New York
$1.31M
CI
1127
Conning Inc
Connecticut
$1.31M
LWM
1128
Luminvest Wealth Management
Arizona
$1.3M
HCM
1129
Highview Capital Management
Illinois
$1.3M
ML
1130
McAdam LLC
Pennsylvania
$1.3M
GWA
1131
Gutierrez Wealth Advisory
Arkansas
$1.3M
PMG
1132
Private Management Group
California
$1.3M
AG
1133
Ascent Group
Virginia
$1.29M
BB
1134
Busey Bank
Illinois
$1.28M
IP
1135
Ignite Planners
California
$1.28M
SLA
1136
Silver Lake Advisory
Utah
$1.28M
LC
1137
LCNB Corp
Ohio
$1.27M
EFG
1138
Ethos Financial Group
Pennsylvania
$1.27M
OCM
1139
Objective Capital Management
Ohio
$1.27M
EL
1140
Essex LLC
Illinois
$1.27M
GA
1141
Greenspring Advisors
Maryland
$1.26M
QWM
1142
Quaker Wealth Management
New Jersey
$1.26M
BWG
1143
Beta Wealth Group
California
$1.26M
CWA
1144
Core Wealth Advisors
Florida
$1.26M
Susquehanna International Group
1145
Susquehanna International Group
Pennsylvania
$1.26M
KGP
1146
Keystone Global Partners
Colorado
$1.26M
CFD
1147
Creative Financial Designs
Indiana
$1.26M
LRIA
1148
Leonard Rickey Investment Advisors
Washington
$1.24M
CWM
1149
Collaborative Wealth Management
Florida
$1.24M
LWA
1150
Ledgewood Wealth Advisors
New Hampshire
$1.23M