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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
AWP
1326
Ascent Wealth Partners
New York
$856K
AIS
1327
AM Investment Strategies
Tennessee
$851K
IFA
1328
Independence Financial Advisors
New Hampshire
$850K
AF
1329
Advisornet Financial
Minnesota
$847K
MTIC
1330
Missouri Trust & Investment Company
Missouri
$847K
FFM
1331
Flagstone Financial Management
Nebraska
$842K
AIA
1332
Aventus Investment Advisors
Florida
$842K
SLT
1333
St Louis Trust
Missouri
$835K
SAM
1334
Smithbridge Asset Management
Pennsylvania
$834K
RMC
1335
Ring Mountain Capital
California
$831K
NA
1336
Nautilus Advisors
California
$831K
BI
1337
Bolthouse Investments
California
$830K
WI
1338
Westbourne Investments
Virginia
$825K
3IP
1339
3Chopt Investment Partners
Virginia
$824K
BFA
1340
Bragg Financial Advisors
North Carolina
$823K
TWM
1341
Thrive Wealth Management
Pennsylvania
$822K
HCMT
1342
Highland Capital Management (Tennessee)
Tennessee
$821K
IB
1343
Intrust Bank
Kansas
$820K
PFG
1344
Prospect Financial Group
Virginia
$813K
CWM
1345
Calamos Wealth Management
Illinois
$812K
CBA
1346
Coastal Bridge Advisors
Connecticut
$812K
LFS
1347
Lutz Financial Services
Nebraska
$811K
Neuberger Berman Group
1348
Neuberger Berman Group
New York
$811K
AWM
1349
Avaii Wealth Management
Wisconsin
$811K
MDA
1350
Minot DeBlois Advisors
Massachusetts
$809K