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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
IA
1151
IFG Advisors
Missouri
$1.23M
EFA
1152
Evernest Financial Advisors
Indiana
$1.23M
DFC
1153
DBK Financial Counsel
Ohio
$1.23M
EFL
1154
ERn Financial LLC
Wisconsin
$1.23M
IPA
1155
Investment Planning Advisors
Georgia
$1.23M
BPAMU
1156
BTG Pactual Asset Management US
New York
$1.22M
EFG
1157
Everhart Financial Group
Ohio
$1.22M
KOMWMG
1158
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.22M
NP
1159
Nilsine Partners
Colorado
$1.22M
RT
1160
Rockland Trust
Massachusetts
$1.22M
SAM
1161
Secure Asset Management
Michigan
$1.22M
GCM
1162
Gallacher Capital Management
Colorado
$1.22M
BWM
1163
Blossom Wealth Management
California
$1.22M
WIP
1164
WealthCare Investment Partners
Rhode Island
$1.22M
CA
1165
Carson Advisory
Georgia
$1.22M
TCA
1166
Trifecta Capital Advisors
Illinois
$1.22M
PAM
1167
Palisade Asset Management
Minnesota
$1.21M
TFGT
1168
TS Financial Group (TSFG)
Illinois
$1.21M
GDP
1169
Great Diamond Partners
Maine
$1.21M
FG
1170
Fiduciary Group
Georgia
$1.21M
SWIG
1171
Strategic Wealth Investment Group
Kentucky
$1.21M
GCA
1172
Gradient Capital Advisors
California
$1.21M
MHIC
1173
Marble Harbor Investment Counsel
Massachusetts
$1.2M
GS
1174
GWN Securities
Florida
$1.19M
EWM
1175
Elmwood Wealth Management
California
$1.19M