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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
BA
1126
Bluesphere Advisors
Pennsylvania
$1.57M +$170K +779 +12%
OFS
1127
OneAscent Financial Services
Alabama
$1.57M +$65.3K +299 +4%
SWM
1128
Sagace Wealth Management
Florida
$1.56M +$12K +55 +0.8%
CFO
1129
Callan Family Office
Pennsylvania
$1.56M +$83.2K +381 +6%
TC
1130
TAGStone Capital
North Carolina
$1.56M +$82.2K +376 +6%
HW
1131
HORAN Wealth
Ohio
$1.55M +$59K +270 +4%
ESB
1132
Essex Savings Bank
Connecticut
$1.55M +$51.3K +235 +3%
WFM
1133
Wolff Financial Management
Michigan
$1.54M +$183K +837 +14%
LSA
1134
Lansing Street Advisors
Pennsylvania
$1.53M +$3.93K +18 +0.3%
OP
1135
ORG Partners
Indiana
$1.53M +$52.2K +239 +4%
TAM
1136
Townsend Asset Management
North Carolina
$1.53M +$6.12K +28 +0.4%
IP
1137
Integras Partners
Georgia
$1.51M -$10.7K -49 -0.7%
CCG
1138
Catalina Capital Group
California
$1.51M -$5.24K -24 -0.3%
TWM
1139
Trevian Wealth Management
Massachusetts
$1.5M +$1.49M +6,822 New
VFA
1140
Valeo Financial Advisors
Indiana
$1.49M +$66.9K +306 +5%
IIA
1141
Integrity Investment Advisors
Colorado
$1.49M +$1.26M +5,764 +565%
KA
1142
KLCM Advisors
Wisconsin
$1.49M +$1.48M +6,779 New
PBF
1143
Petix & Botte Financial
California
$1.49M -$20.8K -95 -1%
BFO
1144
Biltmore Family Office
North Carolina
$1.49M +$43.7K +200 +3%
WB
1145
WesBanco Bank
West Virginia
$1.48M -$143K -653 -9%
CWA
1146
Crux Wealth Advisors
California
$1.48M +$11.8K +54 +0.8%
EHC
1147
Everett Harris & Co
California
$1.48M -$5.46K -25 -0.4%
AWM
1148
Aries Wealth Management
Maine
$1.48M -$19.9K -91 -1%
FRA
1149
Frank Rimerman Advisors
California
$1.48M +$1.97K +9 +0.1%
AEPWM
1150
Atlantic Edge Private Wealth Management
Florida
$1.47M -$191K -874 -12%