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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
MCM
1226
Maple Capital Management
Vermont
$1.06M
BFG
1227
Berger Financial Group
Minnesota
$1.06M
BSTWA
1228
Blake Schutter Theil Wealth Advisors
Ohio
$1.05M
CWM
1229
Cranbrook Wealth Management
Michigan
$1.05M
DWS
1230
Discipline Wealth Solutions
South Carolina
$1.05M
GI
1231
GAMCO Investors
Connecticut
$1.05M
RF
1232
Roxbury Financial
New Jersey
$1.04M
GWM
1233
GSB Wealth Management
Connecticut
$1.04M
CFFP
1234
Center for Financial Planning
Michigan
$1.04M
Fisher Asset Management
1235
Fisher Asset Management
Washington
$1.03M
TA
1236
TruWealth Advisors
Louisiana
$1.03M
MCA
1237
Millennium Capital Advisors
Arkansas
$1.03M
MBI
1238
May Barnhard Investments
Maryland
$1.03M
MIAS
1239
Mason Investment Advisory Services
Virginia
$1.03M
WIM
1240
WealthPlan Investment Management
Nebraska
$1.02M
JCM
1241
Jag Capital Management
Missouri
$1.02M
SAM
1242
Sawgrass Asset Management
Florida
$1.02M
FVWA
1243
Foster Victor Wealth Advisors
South Carolina
$1.01M
BMWM
1244
Brown Miller Wealth Management
Virginia
$1.01M
RPC
1245
Rossmore Private Capital
Connecticut
$1.01M
LWM
1246
LongView Wealth Management
Georgia
$1.01M
PMWMG
1247
Parr McKnight Wealth Management Group
Minnesota
$1.01M
OAM
1248
Occidental Asset Management
California
$1.01M
FNBOO
1249
First National Bank of Omaha
Nebraska
$1M
TWM
1250
Trueblood Wealth Management
Ohio
$1M