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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
IAA
1276
Independent Advisor Alliance
North Carolina
$951K
HPC
1277
Hobart Private Capital
North Carolina
$949K
LMKC
1278
L.M. Kohn & Company
Ohio
$946K
CFGW
1279
Chancellor Financial Group WB
Pennsylvania
$944K
CNBT
1280
Canandaigua National Bank & Trust
New York
$943K
BFPW
1281
BOK Financial Private Wealth
Colorado
$940K
PS
1282
Principal Securities
Iowa
$938K
ALA
1283
Atlas Legacy Advisors
California
$938K
PFA
1284
Pettinga Financial Advisors
Indiana
$929K
RBCM
1285
Raub Brock Capital Management
California
$927K
CA
1286
CoreCap Advisors
Michigan
$927K
AIM
1287
Aspen Investment Management
Michigan
$926K
FB
1288
Fulton Bank
Pennsylvania
$924K
JIC
1289
JRM Investment Counsel
Nebraska
$922K
EC
1290
EdgeRock Capital
Colorado
$921K
AC
1291
Anson Capital
Georgia
$921K
PCM
1292
Prospera Capital Management
Arizona
$920K
PAWA
1293
Palo Alto Wealth Advisors
California
$920K
AP
1294
Appleton Partners
Massachusetts
$919K
AWM
1295
Accurate Wealth Management
Florida
$918K
MWM
1296
Melfa Wealth Management
Massachusetts
$917K
SMA
1297
Sage Mountain Advisors
Georgia
$915K
PMSA
1298
Patrick M. Sweeney & Associates
Illinois
$914K
MPWT
1299
MassMutual Private Wealth & Trust
Connecticut
$912K
CMAI
1300
Capital Management Associates Inc
Minnesota
$911K