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Vanguard Dividend Appreciation ETF

2,283 hedge funds and large institutions have $44.7B invested in Vanguard Dividend Appreciation ETF in 2025 Q3 according to their latest regulatory filings, with 134 funds opening new positions, 904 increasing their positions, 835 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,283
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
EGA
101
E&G Advisors
Texas
$43.6M
BWM
102
Buska Wealth Management
Wisconsin
$43.6M
CAWM
103
Capital Advisors Wealth Management
Washington
$43M
MFIM
104
Mesirow Financial Investment Management
Illinois
$42.5M
RA
105
Rational Advisors
New York
$41.9M
CWM
106
Connecticut Wealth Management
Connecticut
$41.8M
BP
107
Ballentine Partners
Massachusetts
$41.6M
EA
108
Eclectic Associates
California
$40.9M
HFS
109
Howard Financial Services
Texas
$40.7M
TCM
110
TD Capital Management
Tennessee
$40.7M
DADC
111
D.A. Davidson & Co
Montana
$40.4M
FFA
112
Frazier Financial Advisors
Ohio
$40.3M
AFA
113
American Financial Advisors
Georgia
$39.8M
PCIA
114
Prime Capital Investment Advisors
Kansas
$39.5M
SCTC
115
Sanibel Captiva Trust Company
Florida
$39.3M
AT
116
Arlington Trust
Alabama
$39.3M
ACM
117
Aurdan Capital Management
Pennsylvania
$39.3M
EW
118
Evoke Wealth
California
$37.9M
BSSFA
119
Baron Silver Stevens Financial Advisors
Florida
$37.7M
LWANC
120
Laurel Wealth Advisors (North Carolina)
North Carolina
$37.6M
CIA
121
Concurrent Investment Advisors
Florida
$37.1M
WPA
122
West Paces Advisors
Georgia
$36.9M
PAM
123
Prodigy Asset Management
Nebraska
$36.7M
KBFS
124
Kohmann Bosshard Financial Services
Ohio
$36.4M
OHWA
125
Oak Hill Wealth Advisors
Virginia
$35.6M