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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
SRC
1251
Sage Rhino Capital
California
$997K
JCM
1252
J2 Capital Management
Michigan
$988K
PWG
1253
Portside Wealth Group
Utah
$985K
WSFS
1254
Wilmington Savings Fund Society
Delaware
$984K
CA
1255
Continuum Advisory
Idaho
$982K
APIM
1256
Agate Pass Investment Management
Washington
$981K
NDSI
1257
Newman Dignan & Sheerar Inc
Rhode Island
$981K
SCM
1258
SOL Capital Management
Maryland
$979K
PP
1259
Patten & Patten
Tennessee
$978K
KFP
1260
KMG Fiduciary Partners
Ohio
$976K
LFS
1261
Legacy Financial Strategies
Kansas
$974K
VDI
1262
Vaughan David Investments
Illinois
$974K
BCG
1263
Bravias Capital Group
New Jersey
$973K
AHC
1264
Anderson Hoagland & Co
Missouri
$971K
MFA
1265
Morling Financial Advisors
California
$970K
IWM
1266
Integris Wealth Management
California
$970K
FWA
1267
Flagship Wealth Advisors
Massachusetts
$970K
USCWA
1268
U.S. Capital Wealth Advisors
Texas
$968K
OWM
1269
Orgel Wealth Management
Wisconsin
$968K
SIMG
1270
Sonora Investment Management Group
Arizona
$965K
LT
1271
Legacy Trust
Michigan
$965K
CCG
1272
Cypress Capital Group
Florida
$964K
RFA
1273
RTD Financial Advisors
Pennsylvania
$963K
PPW
1274
Pasadena Private Wealth
California
$962K
CCM
1275
Canal Capital Management
Virginia
$962K