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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
VC
1301
Vicus Capital
Pennsylvania
$910K
CAM
1302
Clark Asset Management
New Hampshire
$910K
FFWM
1303
Future Financial Wealth Management
Ohio
$900K
RWA
1304
Redhawk Wealth Advisors
Minnesota
$899K
SIAP
1305
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$894K
HH
1306
Hilltop Holdings
Texas
$892K
WH
1307
Willner & Heller
California
$891K
LCM
1308
LVM Capital Management
Michigan
$882K
VDBMI
1309
Van Den Berg Management I
Texas
$881K
FEG
1310
Financial Enhancement Group
Indiana
$881K
RA
1311
Rockingstone Advisors
Massachusetts
$880K
KCM
1312
Kathmere Capital Management
Pennsylvania
$878K
KWM
1313
Koa Wealth Management
California
$877K
GCA
1314
Gallagher Capital Advisors
Texas
$877K
BL
1315
BFSG LLC
California
$875K
PNC
1316
Park National Corp
Ohio
$873K
MMPW
1317
Mitchell McLeod Pugh & Williams
Alabama
$872K
BWP
1318
BlueStem Wealth Partners
Minnesota
$872K
CI
1319
CX Institutional
Indiana
$866K
CNB
1320
Camden National Bank
Maine
$864K
CNC
1321
Citizens & Northern Corp
Pennsylvania
$863K
EM
1322
Excalibur Management
Massachusetts
$862K
GT
1323
Greenleaf Trust
Michigan
$859K
SP
1324
Sequent Planning
Nebraska
$858K
BPWM
1325
Badgley Phelps Wealth Managers
Washington
$857K