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Vanguard Dividend Appreciation ETF

2,304 hedge funds and large institutions have $44.9B invested in Vanguard Dividend Appreciation ETF in 2025 Q3 according to their latest regulatory filings, with 138 funds opening new positions, 908 increasing their positions, 844 reducing their positions, and 55 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: 908 | Existing positions reduced: 844

1% more funds holding in top 10

Funds holding in top 10: 244246 (+2)

0.2% less ownership

Funds ownership: 46.11%45.91% (-0.2%)

Holders
2,304
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
DWS
1226
Discipline Wealth Solutions
South Carolina
$1.05M
GI
1227
GAMCO Investors
Connecticut
$1.05M
RF
1228
Roxbury Financial
New Jersey
$1.04M
GWM
1229
GSB Wealth Management
Connecticut
$1.04M
CFFP
1230
Center for Financial Planning
Michigan
$1.04M
Fisher Asset Management
1231
Fisher Asset Management
Washington
$1.03M
TA
1232
TruWealth Advisors
Louisiana
$1.03M
MBI
1233
May Barnhard Investments
Maryland
$1.03M
MIAS
1234
Mason Investment Advisory Services
Virginia
$1.03M
WIM
1235
WealthPlan Investment Management
Nebraska
$1.02M
JCM
1236
Jag Capital Management
Missouri
$1.02M
SAM
1237
Sawgrass Asset Management
Florida
$1.02M
FVWA
1238
Foster Victor Wealth Advisors
South Carolina
$1.01M
BMWM
1239
Brown Miller Wealth Management
Virginia
$1.01M
RPC
1240
Rossmore Private Capital
Connecticut
$1.01M
LWM
1241
LongView Wealth Management
Georgia
$1.01M
PMWMG
1242
Parr McKnight Wealth Management Group
Minnesota
$1.01M
OAM
1243
Occidental Asset Management
California
$1.01M
FNBOO
1244
First National Bank of Omaha
Nebraska
$1M
TWM
1245
Trueblood Wealth Management
Ohio
$1M
SRC
1246
Sage Rhino Capital
California
$997K
JCM
1247
J2 Capital Management
Michigan
$988K
PWG
1248
Portside Wealth Group
Utah
$985K
WSFS
1249
Wilmington Savings Fund Society
Delaware
$984K
CA
1250
Continuum Advisory
Idaho
$982K