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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
EW
1201
Evexia Wealth
Wisconsin
$1.11M
MFWP
1202
Mosaic Family Wealth Partners
Missouri
$1.11M
TFM
1203
Trademark Financial Management
Minnesota
$1.11M
NWMG
1204
National Wealth Management Group
Ohio
$1.11M
AWE
1205
Avidian Wealth Enterprises
Texas
$1.1M
SB
1206
Simmons Bank
Arkansas
$1.1M
SPWM
1207
Schrum Private Wealth Management
Florida
$1.1M
PCIG
1208
Partners Capital Investment Group
Massachusetts
$1.09M
BH
1209
Burk Holdings
Oklahoma
$1.09M
OCM
1210
Orser Capital Management
Texas
$1.09M
BHBT
1211
Burke & Herbert Bank & Trust
Virginia
$1.09M
TPW
1212
Turn8 Private Wealth
$1.09M
DDC
1213
DF Dent & Co
Maryland
$1.09M
NWM
1214
Northwest Wealth Management
Iowa
$1.08M
WFA
1215
Wells Financial Advisors
Massachusetts
$1.08M
ITIM
1216
Indiana Trust & Investment Management
Indiana
$1.08M
BIM
1217
Bridges Investment Management
Nebraska
$1.08M
SFWA
1218
Summit Financial Wealth Advisors
Louisiana
$1.08M
IWN
1219
Independent Wealth Network
Iowa
$1.07M
BAM
1220
Broyhill Asset Management
North Carolina
$1.07M
MPW
1221
MA Private Wealth
California
$1.06M
MCM
1222
Maple Capital Management
Vermont
$1.06M
BFG
1223
Berger Financial Group
Minnesota
$1.06M
BSTWA
1224
Blake Schutter Theil Wealth Advisors
Ohio
$1.05M
CWM
1225
Cranbrook Wealth Management
Michigan
$1.05M