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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
CFD
1151
Creative Financial Designs
Indiana
$1.26M
LRIA
1152
Leonard Rickey Investment Advisors
Washington
$1.24M
CWM
1153
Collaborative Wealth Management
Florida
$1.24M
LWA
1154
Ledgewood Wealth Advisors
New Hampshire
$1.23M
IA
1155
IFG Advisors
Missouri
$1.23M
EFA
1156
Evernest Financial Advisors
Indiana
$1.23M
DFC
1157
DBK Financial Counsel
Ohio
$1.23M
EFL
1158
ERn Financial LLC
Wisconsin
$1.23M
IPA
1159
Investment Planning Advisors
Georgia
$1.23M
BPAMU
1160
BTG Pactual Asset Management US
New York
$1.22M
EFG
1161
Everhart Financial Group
Ohio
$1.22M
KOMWMG
1162
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.22M
NP
1163
Nilsine Partners
Colorado
$1.22M
RT
1164
Rockland Trust
Massachusetts
$1.22M
SAM
1165
Secure Asset Management
Michigan
$1.22M
GCM
1166
Gallacher Capital Management
Colorado
$1.22M
BWM
1167
Blossom Wealth Management
California
$1.22M
WIP
1168
WealthCare Investment Partners
Rhode Island
$1.22M
CA
1169
Carson Advisory
Georgia
$1.22M
TCA
1170
Trifecta Capital Advisors
Illinois
$1.22M
PAM
1171
Palisade Asset Management
Minnesota
$1.21M
TFGT
1172
TS Financial Group (TSFG)
Illinois
$1.21M
GDP
1173
Great Diamond Partners
Maine
$1.21M
FG
1174
Fiduciary Group
Georgia
$1.21M
SWIG
1175
Strategic Wealth Investment Group
Kentucky
$1.21M