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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
GCA
1176
Gradient Capital Advisors
California
$1.21M
MHIC
1177
Marble Harbor Investment Counsel
Massachusetts
$1.2M
GS
1178
GWN Securities
Florida
$1.19M
EWM
1179
Elmwood Wealth Management
California
$1.19M
FRA
1180
Front Row Advisors
California
$1.19M
FB
1181
First Bancorp
Maine
$1.19M
BWMG
1182
Barnes Wealth Management Group
California
$1.19M
BWP
1183
Baldwin Wealth Partners
Massachusetts
$1.19M
LCC
1184
Lincoln Capital Corp
Rhode Island
$1.19M
NB
1185
Northwest Bancshares
Pennsylvania
$1.19M
V
1186
ViaWealth
Kansas
$1.18M
TW
1187
Towerpoint Wealth
California
$1.18M
TWA
1188
TCI Wealth Advisors
Arizona
$1.18M
AI
1189
Accredited Investors
Minnesota
$1.17M
WB
1190
Webster Bank
Connecticut
$1.17M
CA
1191
Calton & Associates
Florida
$1.17M
SCA
1192
Sage Capital Advisors
South Dakota
$1.17M
WDG
1193
Wealth Dimensions Group
Ohio
$1.15M
ORC
1194
O'Rourke & Company
Massachusetts
$1.15M
SPI
1195
Sutton Place Investors
New York
$1.15M
MLL
1196
Moody Lynn & Lieberson
Massachusetts
$1.15M
RIG
1197
RiverFront Investment Group
Virginia
$1.14M
SOWAS
1198
Silver Oak Wealth Advisors Services
California
$1.13M
FPGK
1199
Financial Partners Group (Kansas)
Kansas
$1.13M
SFS
1200
Strategic Financial Services
New York
$1.13M