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Vanguard Dividend Appreciation ETF

2,516 hedge funds and large institutions have $48.1B invested in Vanguard Dividend Appreciation ETF in 2025 Q4 according to their latest regulatory filings, with 306 funds opening new positions, 1,030 increasing their positions, 819 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

806% more call options, than puts

Call options by funds: $100M | Put options by funds: $11.1M

337% more first-time investments, than exits

New positions opened: 306 | Existing positions closed: 70

26% more repeat investments, than reductions

Existing positions increased: 1,030 | Existing positions reduced: 819

12% more funds holding in top 10

Funds holding in top 10: 247276 (+29)

8% more funds holding

Funds holding: 2,3302,516 (+186)

7% more capital invested

Capital invested by funds: $45B → $48.1B (+$3.11B)

1.64% more ownership

Funds ownership: 46.01%47.64% (+1.6%)

Holders
2,516
Holders Change
+186
Holders Change %
+7.98%
% of All Funds
30.6%
Holding in Top 10
276
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+11.74%
% of All Funds
3.36%
New
306
Increased
1,030
Reduced
819
Closed
70
Calls
$100M
Puts
$11.1M
Net Calls
+$89.3M
Net Calls Change
-$3.07M
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
1226
Luminvest Wealth Management
Arizona
$1.28M -$46.3K -212 -4%
EW
1227
Evexia Wealth
Wisconsin
$1.28M +$115K +527 +10%
RCG
1228
Ridge Creek Global
Ohio
$1.28M +$1.27M +5,825 New
I
1229
INVST
Indiana
$1.28M -$14.2K -65 -1%
EA
1230
Evergreen Advisors
Tennessee
$1.28M +$1.27M +5,804 New
RW
1231
RVW Wealth
California
$1.27M -$79.1K -362 -6%
LC
1232
LCNB Corp
Ohio
$1.27M -$23.4K -107 -2%
FGA
1233
Fortis Group Advisors
New Jersey
$1.27M -$730K -3,343 -37%
KOMWMG
1234
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.27M +$23.8K +109 +2%
LRIA
1235
Leonard Rickey Investment Advisors
Washington
$1.26M +$1.75K +8 +0.1%
AllianceBernstein
1236
AllianceBernstein
Tennessee
$1.26M +$1.25M +5,733 New
AAM
1237
Aureus Asset Management
Massachusetts
$1.26M +$440K +2,012 +54%
LWA
1238
Ledgewood Wealth Advisors
New Hampshire
$1.26M
DFC
1239
DBK Financial Counsel
Ohio
$1.25M
CWM
1240
Collaborative Wealth Management
Florida
$1.25M -$5.9K -27 -0.5%
SFS
1241
Strategic Financial Services
New York
$1.25M +$47.2K +216 +4%
KGP
1242
Keystone Global Partners
Colorado
$1.25M -$27.1K -124 -2%
EFG
1243
Everhart Financial Group
Ohio
$1.25M +$3.5K +16 +0.3%
IPA
1244
Investment Planning Advisors
Georgia
$1.25M +$1.75K +8 +0.1%
KA
1245
Klingman & Associates
New York
$1.25M -$244K -1,119 -16%
EFL
1246
ERn Financial LLC
Wisconsin
$1.25M -$5.24K -24 -0.4%
GCM
1247
Gallacher Capital Management
Colorado
$1.24M +$1.09K +5 +0.1%
WIP
1248
WealthCare Investment Partners
Rhode Island
$1.24M -$874 -4 -0.1%
CIM
1249
Catalyst Investment Management
New Hampshire
$1.23M +$1.23M +5,609 New
BWM
1250
Blossom Wealth Management
California
$1.23M -$11.6K -53 -0.9%