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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
MWM
1301
Melfa Wealth Management
Massachusetts
$917K
SMA
1302
Sage Mountain Advisors
Georgia
$915K
PMSA
1303
Patrick M. Sweeney & Associates
Illinois
$914K
MPWT
1304
MassMutual Private Wealth & Trust
Connecticut
$912K
CMAI
1305
Capital Management Associates Inc
Minnesota
$911K
VC
1306
Vicus Capital
Pennsylvania
$910K
CAM
1307
Clark Asset Management
New Hampshire
$910K
FFWM
1308
Future Financial Wealth Management
Ohio
$900K
RWA
1309
Redhawk Wealth Advisors
Minnesota
$899K
SIAP
1310
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$894K
HH
1311
Hilltop Holdings
Texas
$892K
WH
1312
Willner & Heller
California
$891K
LCM
1313
LVM Capital Management
Michigan
$882K
VDBMI
1314
Van Den Berg Management I
Texas
$881K
FEG
1315
Financial Enhancement Group
Indiana
$881K
RA
1316
Rockingstone Advisors
Massachusetts
$880K
KCM
1317
Kathmere Capital Management
Pennsylvania
$878K
KWM
1318
Koa Wealth Management
California
$877K
GCA
1319
Gallagher Capital Advisors
Texas
$877K
BL
1320
BFSG LLC
California
$875K
PNC
1321
Park National Corp
Ohio
$873K
MMPW
1322
Mitchell McLeod Pugh & Williams
Alabama
$872K
BWP
1323
BlueStem Wealth Partners
Minnesota
$872K
CI
1324
CX Institutional
Indiana
$866K
CNB
1325
Camden National Bank
Maine
$864K