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Vanguard Dividend Appreciation ETF

2,290 hedge funds and large institutions have $44.8B invested in Vanguard Dividend Appreciation ETF in 2025 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 907 increasing their positions, 837 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,290
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
245
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
AWE
1201
Avidian Wealth Enterprises
Texas
$1.1M
SB
1202
Simmons Bank
Arkansas
$1.1M
SPWM
1203
Schrum Private Wealth Management
Florida
$1.1M
PCIG
1204
Partners Capital Investment Group
Massachusetts
$1.09M
BH
1205
Burk Holdings
Oklahoma
$1.09M
OCM
1206
Orser Capital Management
Texas
$1.09M
BHBT
1207
Burke & Herbert Bank & Trust
Virginia
$1.09M
TPW
1208
Turn8 Private Wealth
$1.09M
DDC
1209
DF Dent & Co
Maryland
$1.09M
NWM
1210
Northwest Wealth Management
Iowa
$1.08M
WFA
1211
Wells Financial Advisors
Massachusetts
$1.08M
ITIM
1212
Indiana Trust & Investment Management
Indiana
$1.08M
BIM
1213
Bridges Investment Management
Nebraska
$1.08M
SFWA
1214
Summit Financial Wealth Advisors
Louisiana
$1.08M
IWN
1215
Independent Wealth Network
Iowa
$1.07M
BAM
1216
Broyhill Asset Management
North Carolina
$1.07M
MPW
1217
MA Private Wealth
California
$1.06M
MCM
1218
Maple Capital Management
Vermont
$1.06M
BFG
1219
Berger Financial Group
Minnesota
$1.06M
BSTWA
1220
Blake Schutter Theil Wealth Advisors
Ohio
$1.05M
CWM
1221
Cranbrook Wealth Management
Michigan
$1.05M
DWS
1222
Discipline Wealth Solutions
South Carolina
$1.05M
GI
1223
GAMCO Investors
Connecticut
$1.05M
RF
1224
Roxbury Financial
New Jersey
$1.04M
GWM
1225
GSB Wealth Management
Connecticut
$1.04M