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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 307 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

339% more first-time investments, than exits

New positions opened: 307 | 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: 2,3292,516 (+187)

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
+187
Holders Change %
+8.03%
% of All Funds
30.61%
Holding in Top 10
276
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+11.74%
% of All Funds
3.36%
New
307
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
LT
1251
Legacy Trust
Michigan
$1.23M +$245K +1,120 +25%
FRA
1252
Front Row Advisors
California
$1.23M +$21.8K +100 +2%
ARA
1253
Approach Retirement Advisors
Alabama
$1.23M +$1.22M +5,584 New
SPWM
1254
Schrum Private Wealth Management
Florida
$1.23M +$108K +495 +10%
OWA
1255
OakTrust Wealth Advisors
Connecticut
$1.23M +$1.22M +5,576 New
BPAMU
1256
BTG Pactual Asset Management US
New York
$1.22M
TW
1257
Towerpoint Wealth
California
$1.22M +$19.4K +89 +2%
SC
1258
Sepio Capital
Utah
$1.22M -$716K -3,275 -37%
EM
1259
Excalibur Management
Massachusetts
$1.22M +$343K +1,572 +39%
GCA
1260
Gradient Capital Advisors
California
$1.22M -$13.5K -62 -1%
B
1261
Bayban
Minnesota
$1.21M +$1.21M +5,516 New
FB
1262
First Bancorp
Maine
$1.21M
BWP
1263
Baldwin Wealth Partners
Massachusetts
$1.21M
LCC
1264
Lincoln Capital Corp
Rhode Island
$1.21M
NB
1265
Northwest Bancshares
Pennsylvania
$1.21M
TCA
1266
Trifecta Capital Advisors
Illinois
$1.21M -$31K -142 -3%
RFP
1267
Root Financial Partners
California
$1.21M +$546K +2,500 +84%
CF
1268
Claris Financial
Virginia
$1.2M -$15.1K -69 -1%
PAM
1269
Palisade Asset Management
Minnesota
$1.2M -$36.7K -168 -3%
RIG
1270
RiverFront Investment Group
Virginia
$1.2M +$35.8K +164 +3%
RFS
1271
RM Financial Services
Maine
$1.2M +$1.19M +5,438 New
WB
1272
Webster Bank
Connecticut
$1.19M -$3.06K -14 -0.3%
BIM
1273
Bridges Investment Management
Nebraska
$1.19M +$94K +430 +9%
SAM
1274
Secure Asset Management
Michigan
$1.19M -$43.9K -201 -4%
SCA
1275
Sage Capital Advisors
South Dakota
$1.19M +$655 +3 +0.1%