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Vanguard Dividend Appreciation ETF

2,515 hedge funds and large institutions have $48.1B invested in Vanguard Dividend Appreciation ETF in 2025 Q4 according to their latest regulatory filings, with 306 funds opening new positions, 1,030 increasing their positions, 819 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

806% more call options, than puts

Call options by funds: $100M | Put options by funds: $11.1M

337% more first-time investments, than exits

New positions opened: 306 | Existing positions closed: 70

26% more repeat investments, than reductions

Existing positions increased: 1,030 | Existing positions reduced: 819

12% more funds holding in top 10

Funds holding in top 10: 247276 (+29)

8% more funds holding

Funds holding: 2,3292,515 (+186)

7% more capital invested

Capital invested by funds: $45B → $48.1B (+$3.11B)

1.64% more ownership

Funds ownership: 46.01%47.64% (+1.6%)

Holders
2,515
Holders Change
+186
Holders Change %
+7.99%
% of All Funds
30.6%
Holding in Top 10
276
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+11.74%
% of All Funds
3.36%
New
306
Increased
1,030
Reduced
819
Closed
70
Calls
$100M
Puts
$11.1M
Net Calls
+$89.3M
Net Calls Change
-$3.07M
Name Holding Trade Value Shares
Change
Change in
Stake
PCIG
1301
Partners Capital Investment Group
Massachusetts
$1.12M +$8.96K +41 +0.8%
MWA
1302
Medallion Wealth Advisors
Connecticut
$1.12M -$67.5K -309 -6%
BAM
1303
Broyhill Asset Management
North Carolina
$1.12M +$32.8K +150 +3%
PSB
1304
Passumpsic Savings Bank
Vermont
$1.11M +$1.1M +5,055 New
TPW
1305
Turn8 Private Wealth
$1.11M +$2.19K +10 +0.2%
BH
1306
Burk Holdings
Oklahoma
$1.11M
CFFP
1307
Center for Financial Planning
Michigan
$1.11M +$53.3K +244 +5%
LTAS
1308
Linden Thomas Advisory Services
North Carolina
$1.1M +$1.09M +5,009 New
CNB
1309
Camden National Bank
Maine
$1.1M +$219K +1,001 +25%
BWG
1310
Beta Wealth Group
California
$1.1M -$186K -851 -15%
ITIM
1311
Indiana Trust & Investment Management
Indiana
$1.1M
SB
1312
Simmons Bank
Arkansas
$1.1M -$27.1K -124 -2%
BHBT
1313
Burke & Herbert Bank & Trust
Virginia
$1.1M -$13.3K -61 -1%
Fisher Asset Management
1314
Fisher Asset Management
Washington
$1.09M +$44.6K +204 +4%
PPA
1315
Pacific Point Advisors
California
$1.09M +$619K +2,831 +132%
SFWA
1316
Summit Financial Wealth Advisors
Louisiana
$1.09M
RA
1317
Rockingstone Advisors
Massachusetts
$1.09M +$190K +870 +21%
ARC
1318
Advisor Resource Council
Texas
$1.08M +$1.05M +4,789 New
MPW
1319
MA Private Wealth
California
$1.08M
TWM
1320
Trueblood Wealth Management
Ohio
$1.08M +$60.1K +275 +6%
TWA
1321
Trace Wealth Advisors
California
$1.08M +$1.07M +4,918 New
FB
1322
Fulton Bank
Pennsylvania
$1.08M +$138K +630 +15%
NWMG
1323
National Wealth Management Group
Ohio
$1.08M -$47.4K -217 -4%
BWMG
1324
Barnes Wealth Management Group
California
$1.07M -$135K -616 -11%
FA
1325
FF Advisors
California
$1.07M +$342K +1,566 +47%