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Vanguard Dividend Appreciation ETF

2,290 hedge funds and large institutions have $44.8B invested in Vanguard Dividend Appreciation ETF in 2025 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 907 increasing their positions, 837 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,290
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
CFFP
1226
Center for Financial Planning
Michigan
$1.04M
Fisher Asset Management
1227
Fisher Asset Management
Washington
$1.03M
TA
1228
TruWealth Advisors
Louisiana
$1.03M
MBI
1229
May Barnhard Investments
Maryland
$1.03M
MIAS
1230
Mason Investment Advisory Services
Virginia
$1.03M
WIM
1231
WealthPlan Investment Management
Nebraska
$1.02M
JCM
1232
Jag Capital Management
Missouri
$1.02M
SAM
1233
Sawgrass Asset Management
Florida
$1.02M
FVWA
1234
Foster Victor Wealth Advisors
South Carolina
$1.01M
BMWM
1235
Brown Miller Wealth Management
Virginia
$1.01M
RPC
1236
Rossmore Private Capital
Connecticut
$1.01M
LWM
1237
LongView Wealth Management
Georgia
$1.01M
PMWMG
1238
Parr McKnight Wealth Management Group
Minnesota
$1.01M
OAM
1239
Occidental Asset Management
California
$1.01M
FNBOO
1240
First National Bank of Omaha
Nebraska
$1M
TWM
1241
Trueblood Wealth Management
Ohio
$1M
SRC
1242
Sage Rhino Capital
California
$997K
JCM
1243
J2 Capital Management
Michigan
$988K
PWG
1244
Portside Wealth Group
Utah
$985K
WSFS
1245
Wilmington Savings Fund Society
Delaware
$984K
CA
1246
Continuum Advisory
Idaho
$982K
APIM
1247
Agate Pass Investment Management
Washington
$981K
NDSI
1248
Newman Dignan & Sheerar Inc
Rhode Island
$981K
SCM
1249
SOL Capital Management
Maryland
$979K
PP
1250
Patten & Patten
Tennessee
$978K