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Vanguard Dividend Appreciation ETF

2,285 hedge funds and large institutions have $44.7B invested in Vanguard Dividend Appreciation ETF in 2025 Q3 according to their latest regulatory filings, with 134 funds opening new positions, 904 increasing their positions, 836 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,285
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
245
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
WTFG
1351
Wood Tarver Financial Group
Idaho
$797K
TWM
1352
Topsail Wealth Management
North Carolina
$797K
WCWM
1353
Willow Creek Wealth Management
California
$796K
LPT
1354
Legacy Private Trust
Wisconsin
$796K
EFP
1355
Elser Financial Planning
Indiana
$792K
TNBTD
1356
Trustmark National Bank Trust Department
Mississippi
$792K
BCA
1357
Bay Capital Advisors
Virginia
$790K
KSWA
1358
Kathleen S. Wright Associates
Pennsylvania
$789K
ST
1359
Smithfield Trust
Pennsylvania
$788K
LIA
1360
LBMC Investment Advisors
Tennessee
$788K
BWG
1361
Balanced Wealth Group
Ohio
$787K
CWM
1362
Crowley Wealth Management
Delaware
$784K
PHWM
1363
Pine Harbor Wealth Management
Maryland
$783K
GBT
1364
Grove Bank & Trust
Florida
$782K
MBTD
1365
Mechanics Bank - Trust Department
California
$781K
TBWA
1366
Three Bridge Wealth Advisors
California
$777K
LEFP
1367
Leading Edge Financial Planning
Tennessee
$777K
GT
1368
Glenview Trust
Kentucky
$776K
EPM
1369
Elm Partners Management
Pennsylvania
$774K
GL
1370
Gerber LLC
Ohio
$773K
TWG
1371
The Wealth Group
Minnesota
$772K
SOS
1372
Silver Oak Securities
Tennessee
$771K
NA
1373
Nottingham Advisors
New York
$770K
RWPA
1374
Richard W. Paul & Associates
Michigan
$770K
PMFA
1375
Plante Moran Financial Advisors
Michigan
$769K