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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
ERFOTCOFW
1276
Employees Retirement Fund of the City of Fort Worth
Texas
$960K
WP
1277
Westmount Partners
California
$960K
BTW
1278
Boston Trust Walden
Massachusetts
$955K
RWM
1279
Revisor Wealth Management
Ohio
$953K
CAMG
1280
CWA Asset Management Group
Florida
$951K
IAA
1281
Independent Advisor Alliance
North Carolina
$951K
HPC
1282
Hobart Private Capital
North Carolina
$949K
LMKC
1283
L.M. Kohn & Company
Ohio
$946K
CFGW
1284
Chancellor Financial Group WB
Pennsylvania
$944K
CNBT
1285
Canandaigua National Bank & Trust
New York
$943K
BFPW
1286
BOK Financial Private Wealth
Colorado
$940K
PS
1287
Principal Securities
Iowa
$938K
ALA
1288
Atlas Legacy Advisors
California
$938K
PFA
1289
Pettinga Financial Advisors
Indiana
$929K
RBCM
1290
Raub Brock Capital Management
California
$927K
CA
1291
CoreCap Advisors
Michigan
$927K
AIM
1292
Aspen Investment Management
Michigan
$926K
FB
1293
Fulton Bank
Pennsylvania
$924K
JIC
1294
JRM Investment Counsel
Nebraska
$922K
EC
1295
EdgeRock Capital
Colorado
$921K
AC
1296
Anson Capital
Georgia
$921K
PCM
1297
Prospera Capital Management
Arizona
$920K
PAWA
1298
Palo Alto Wealth Advisors
California
$920K
AP
1299
Appleton Partners
Massachusetts
$919K
AWM
1300
Accurate Wealth Management
Florida
$918K