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Vanguard Dividend Appreciation ETF

2,285 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, 836 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,285
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
MIAS
1226
Mason Investment Advisory Services
Virginia
$1.03M
WIM
1227
WealthPlan Investment Management
Nebraska
$1.02M
JCM
1228
Jag Capital Management
Missouri
$1.02M
SAM
1229
Sawgrass Asset Management
Florida
$1.02M
FVWA
1230
Foster Victor Wealth Advisors
South Carolina
$1.01M
BMWM
1231
Brown Miller Wealth Management
Virginia
$1.01M
RPC
1232
Rossmore Private Capital
Connecticut
$1.01M
LWM
1233
LongView Wealth Management
Georgia
$1.01M
PMWMG
1234
Parr McKnight Wealth Management Group
Minnesota
$1.01M
OAM
1235
Occidental Asset Management
California
$1.01M
FNBOO
1236
First National Bank of Omaha
Nebraska
$1M
TWM
1237
Trueblood Wealth Management
Ohio
$1M
SRC
1238
Sage Rhino Capital
California
$997K
JCM
1239
J2 Capital Management
Michigan
$988K
PWG
1240
Portside Wealth Group
Utah
$985K
WSFS
1241
Wilmington Savings Fund Society
Delaware
$984K
CA
1242
Continuum Advisory
Idaho
$982K
APIM
1243
Agate Pass Investment Management
Washington
$981K
NDSI
1244
Newman Dignan & Sheerar Inc
Rhode Island
$981K
SCM
1245
SOL Capital Management
Maryland
$979K
PP
1246
Patten & Patten
Tennessee
$978K
KFP
1247
KMG Fiduciary Partners
Ohio
$976K
LFS
1248
Legacy Financial Strategies
Kansas
$974K
VDI
1249
Vaughan David Investments
Illinois
$974K
BCG
1250
Bravias Capital Group
New Jersey
$973K