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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
CNC
1326
Citizens & Northern Corp
Pennsylvania
$863K
EM
1327
Excalibur Management
Massachusetts
$862K
GT
1328
Greenleaf Trust
Michigan
$859K
SP
1329
Sequent Planning
Nebraska
$858K
BPWM
1330
Badgley Phelps Wealth Managers
Washington
$857K
AWP
1331
Ascent Wealth Partners
New York
$856K
AIS
1332
AM Investment Strategies
Tennessee
$851K
IFA
1333
Independence Financial Advisors
New Hampshire
$850K
AF
1334
Advisornet Financial
Minnesota
$847K
MTIC
1335
Missouri Trust & Investment Company
Missouri
$847K
FFM
1336
Flagstone Financial Management
Nebraska
$842K
AIA
1337
Aventus Investment Advisors
Florida
$842K
SLT
1338
St Louis Trust
Missouri
$835K
SAM
1339
Smithbridge Asset Management
Pennsylvania
$834K
RMC
1340
Ring Mountain Capital
California
$831K
NA
1341
Nautilus Advisors
California
$831K
BI
1342
Bolthouse Investments
California
$830K
WI
1343
Westbourne Investments
Virginia
$825K
3IP
1344
3Chopt Investment Partners
Virginia
$824K
BFA
1345
Bragg Financial Advisors
North Carolina
$823K
TWM
1346
Thrive Wealth Management
Pennsylvania
$822K
HCMT
1347
Highland Capital Management (Tennessee)
Tennessee
$821K
IB
1348
Intrust Bank
Kansas
$820K
PFG
1349
Prospect Financial Group
Virginia
$813K
CWM
1350
Calamos Wealth Management
Illinois
$812K