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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
WWM
1201
Wiser Wealth Management
Georgia
$1.13M
FWI
1202
Facet Wealth Inc
Maryland
$1.12M
LSA
1203
Lion Street Advisors
Texas
$1.12M
RWP
1204
Revolve Wealth Partners
New Jersey
$1.12M
EW
1205
Evexia Wealth
Wisconsin
$1.11M
MFWP
1206
Mosaic Family Wealth Partners
Missouri
$1.11M
TFM
1207
Trademark Financial Management
Minnesota
$1.11M
NWMG
1208
National Wealth Management Group
Ohio
$1.11M
AWE
1209
Avidian Wealth Enterprises
Texas
$1.1M
SB
1210
Simmons Bank
Arkansas
$1.1M
SPWM
1211
Schrum Private Wealth Management
Florida
$1.1M
PCIG
1212
Partners Capital Investment Group
Massachusetts
$1.09M
BH
1213
Burk Holdings
Oklahoma
$1.09M
OCM
1214
Orser Capital Management
Texas
$1.09M
BHBT
1215
Burke & Herbert Bank & Trust
Virginia
$1.09M
TPW
1216
Turn8 Private Wealth
$1.09M
DDC
1217
DF Dent & Co
Maryland
$1.09M
NWM
1218
Northwest Wealth Management
Iowa
$1.08M
WFA
1219
Wells Financial Advisors
Massachusetts
$1.08M
ITIM
1220
Indiana Trust & Investment Management
Indiana
$1.08M
BIM
1221
Bridges Investment Management
Nebraska
$1.08M
SFWA
1222
Summit Financial Wealth Advisors
Louisiana
$1.08M
IWN
1223
Independent Wealth Network
Iowa
$1.07M
BAM
1224
Broyhill Asset Management
North Carolina
$1.07M
MPW
1225
MA Private Wealth
California
$1.06M