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Vanguard Dividend Appreciation ETF

2,443 hedge funds and large institutions have $47.5B invested in Vanguard Dividend Appreciation ETF in 2025 Q4 according to their latest regulatory filings, with 265 funds opening new positions, 1,019 increasing their positions, 803 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,443
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
264
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$100M
Puts
$11.1M
Net Calls
Net Calls Change

Top Buyers

1 +$753M
2 +$62.7M
3 +$62.1M
4
Raymond James Financial
Raymond James Financial
Florida
+$57.5M
5
Morgan Stanley
Morgan Stanley
New York
+$54.1M

Top Sellers

1 -$145M
2 -$120M
3 -$58.2M
4
Corient Private Wealth
Corient Private Wealth
Florida
-$45.5M
5
Two Sigma Investments
Two Sigma Investments
New York
-$24.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
101
Citigroup
New York
$46.8M
Pathstone Holdings
102
Pathstone Holdings
New Jersey
$46.8M
CAWM
103
Capital Advisors Wealth Management
Washington
$45.4M
EGA
104
E&G Advisors
Texas
$44.2M
EA
105
Eclectic Associates
California
$44.1M
HFS
106
Howard Financial Services
Texas
$43M
BP
107
Ballentine Partners
Massachusetts
$42.3M
FFA
108
Frazier Financial Advisors
Ohio
$42.1M
ACM
109
Aurdan Capital Management
Pennsylvania
$42M
DADC
110
D.A. Davidson & Co
Montana
$41.8M
CWM
111
Connecticut Wealth Management
Connecticut
$41.8M
PCIA
112
Prime Capital Investment Advisors
Kansas
$41.5M
CIA
113
Concurrent Investment Advisors
Florida
$41.1M
EW
114
Evoke Wealth
California
$39.5M
SCTC
115
Sanibel Captiva Trust Company
Florida
$39.5M
RA
116
Rational Advisors
New York
$39.2M
BSSFA
117
Baron Silver Stevens Financial Advisors
Florida
$39.1M
AFA
118
American Financial Advisors
Georgia
$39M
WPA
119
West Paces Advisors
Georgia
$38.7M
LWANC
120
Laurel Wealth Advisors (North Carolina)
North Carolina
$38.4M
CA
121
Clearstead Advisors
Ohio
$38.4M
PAM
122
Prodigy Asset Management
Nebraska
$37.9M
CBT
123
Crews Bank & Trust
Florida
$37.8M
FI
124
FIDELIS iM
Oregon
$37.7M
VT
125
Vise Technologies
New York
$37.3M