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Vanguard Dividend Appreciation ETF

2,516 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: 2,3302,516 (+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
2,516
Holders Change
+186
Holders Change %
+7.98%
% 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
CFP
1151
Catalyst Financial Partners
Massachusetts
$1.47M -$655 -3 -0%
AWM
1152
Avior Wealth Management
Nebraska
$1.47M -$86.7K -397 -6%
WCM
1153
Weik Capital Management
Pennsylvania
$1.47M +$3.28K +15 +0.2%
MWM
1154
Mascagni Wealth Management
Mississippi
$1.46M -$7.21K -33 -0.5%
DWA
1155
Douglass Winthrop Advisors
New York
$1.46M
MWAM
1156
Manhattan West Asset Management
California
$1.46M -$79.5K -364 -5%
DWM
1157
Destination Wealth Management
California
$1.46M +$867K +3,970 +149%
BCG
1158
Bravias Capital Group
New Jersey
$1.46M +$462K +2,114 +47%
GWCM
1159
Godshalk Welsh Capital Management
Pennsylvania
$1.45M -$3.5K -16 -0.2%
FAG
1160
Fortitude Advisory Group
Washington
$1.45M +$82.4K +377 +6%
XF
1161
XML Financial
Maryland
$1.45M +$49.6K +227 +4%
OCM
1162
Orser Capital Management
Texas
$1.45M +$334K +1,530 +30%
ACM
1163
AUA Capital Management
Pennsylvania
$1.44M
CWAF
1164
Core Wealth Advisors (Florida)
Florida
$1.44M +$161K +737 +13%
CB
1165
Community Bank
New York
$1.44M -$38.5K -176 -3%
RT
1166
Rockland Trust
Massachusetts
$1.43M +$188K +859 +15%
WC
1167
Wexford Capital
Florida
$1.43M
SFG
1168
Sovereign Financial Group
Connecticut
$1.43M +$24.5K +112 +2%
SCM
1169
Saxony Capital Management
Missouri
$1.43M -$184K -844 -11%
BB
1170
Busey Bank
Illinois
$1.43M +$121K +554 +9%
DWP
1171
Daymark Wealth Partners
Ohio
$1.42M +$74.1K +339 +6%
SL
1172
Sentinus LLC
Illinois
$1.42M +$1.41M +6,458 New
RFN
1173
RDA Financial Network
Iowa
$1.42M -$3.5K -16 -0.2%
CKAIS
1174
Christensen King & Associates Investment Services
Washington
$1.42M +$50.3K +230 +4%
KNFPWM
1175
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.42M +$10.1K +46 +0.7%