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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
APIM
1251
Agate Pass Investment Management
Washington
$981K
NDSI
1252
Newman Dignan & Sheerar Inc
Rhode Island
$981K
SCM
1253
SOL Capital Management
Maryland
$979K
PP
1254
Patten & Patten
Tennessee
$978K
KFP
1255
KMG Fiduciary Partners
Ohio
$976K
LFS
1256
Legacy Financial Strategies
Kansas
$974K
VDI
1257
Vaughan David Investments
Illinois
$974K
BCG
1258
Bravias Capital Group
New Jersey
$973K
AHC
1259
Anderson Hoagland & Co
Missouri
$971K
MFA
1260
Morling Financial Advisors
California
$970K
IWM
1261
Integris Wealth Management
California
$970K
FWA
1262
Flagship Wealth Advisors
Massachusetts
$970K
USCWA
1263
U.S. Capital Wealth Advisors
Texas
$968K
OWM
1264
Orgel Wealth Management
Wisconsin
$968K
SIMG
1265
Sonora Investment Management Group
Arizona
$965K
LT
1266
Legacy Trust
Michigan
$965K
CCG
1267
Cypress Capital Group
Florida
$964K
RFA
1268
RTD Financial Advisors
Pennsylvania
$963K
PPW
1269
Pasadena Private Wealth
California
$962K
CCM
1270
Canal Capital Management
Virginia
$962K
ERFOTCOFW
1271
Employees Retirement Fund of the City of Fort Worth
Texas
$960K
WP
1272
Westmount Partners
California
$960K
BTW
1273
Boston Trust Walden
Massachusetts
$955K
RWM
1274
Revisor Wealth Management
Ohio
$953K
CAMG
1275
CWA Asset Management Group
Florida
$951K