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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
BSTWA
1326
Blake Schutter Theil Wealth Advisors
Ohio
$1.07M +$1.09K +5 +0.1%
PS
1327
Principal Securities
Iowa
$1.07M +$114K +520 +12%
HW
1328
Hamilton Wealth
California
$1.07M +$719K +3,291 +209%
CWM
1329
Cranbrook Wealth Management
Michigan
$1.07M
RF
1330
Roxbury Financial
New Jersey
$1.07M +$5.03K +23 +0.5%
GI
1331
GAMCO Investors
Connecticut
$1.07M
IWN
1332
Independent Wealth Network
Iowa
$1.06M -$27.3K -125 -3%
TC
1333
TownSquare Capital
Utah
$1.06M -$506K -2,314 -32%
GWM
1334
GSB Wealth Management
Connecticut
$1.06M +$437 +2 +0%
MCRM
1335
Midway Capital Research & Management
Illinois
$1.06M +$1.05M +4,804 New
JCM
1336
J2 Capital Management
Michigan
$1.05M +$44.6K +204 +4%
FVWA
1337
Foster Victor Wealth Advisors
South Carolina
$1.05M -$1.09K -5 -0.1%
CSF
1338
Capital Squared Financial
Maryland
$1.05M +$169K +772 +19%
MCM
1339
Maple Capital Management
Vermont
$1.04M -$35.6K -163 -3%
CCMG
1340
Clark Capital Management Group
Pennsylvania
$1.04M +$544K +2,489 +111%
JCM
1341
Jag Capital Management
Missouri
$1.04M
OWM
1342
Orgel Wealth Management
Wisconsin
$1.04M +$52.2K +239 +5%
SAM
1343
Sawgrass Asset Management
Florida
$1.04M
NWM
1344
Northwest Wealth Management
Iowa
$1.03M -$69.3K -317 -6%
OAM
1345
Occidental Asset Management
California
$1.03M +$8.74K +40 +0.9%
RPC
1346
Rossmore Private Capital
Connecticut
$1.03M +$218 +1 +0%
USCWA
1347
U.S. Capital Wealth Advisors
Texas
$1.03M +$40.2K +184 +4%
Allspring Global Investments
1348
Allspring Global Investments
North Carolina
$1.03M +$749K +3,430 +289%
WIM
1349
WealthPlan Investment Management
Nebraska
$1.02M -$20.5K -94 -2%
CCM
1350
Canal Capital Management
Virginia
$1.02M +$40.2K +184 +4%