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Vanguard Dividend Appreciation ETF

2,290 hedge funds and large institutions have $44.8B invested in Vanguard Dividend Appreciation ETF in 2025 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 907 increasing their positions, 837 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,290
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
AAM
1351
Aureus Asset Management
Massachusetts
$802K
SIC
1352
Samalin Investment Counsel
New York
$801K
WFAG
1353
Worth Financial Advisory Group
North Carolina
$799K
CC
1354
Courier Capital
New York
$798K
WTFG
1355
Wood Tarver Financial Group
Idaho
$797K
TWM
1356
Topsail Wealth Management
North Carolina
$797K
WCWM
1357
Willow Creek Wealth Management
California
$796K
LPT
1358
Legacy Private Trust
Wisconsin
$796K
EFP
1359
Elser Financial Planning
Indiana
$792K
TNBTD
1360
Trustmark National Bank Trust Department
Mississippi
$792K
BCA
1361
Bay Capital Advisors
Virginia
$790K
KSWA
1362
Kathleen S. Wright Associates
Pennsylvania
$789K
ST
1363
Smithfield Trust
Pennsylvania
$788K
LIA
1364
LBMC Investment Advisors
Tennessee
$788K
BWG
1365
Balanced Wealth Group
Ohio
$787K
CWM
1366
Crowley Wealth Management
Delaware
$784K
PHWM
1367
Pine Harbor Wealth Management
Maryland
$783K
GBT
1368
Grove Bank & Trust
Florida
$782K
MBTD
1369
Mechanics Bank - Trust Department
California
$781K
TBWA
1370
Three Bridge Wealth Advisors
California
$777K
LEFP
1371
Leading Edge Financial Planning
Tennessee
$777K
GT
1372
Glenview Trust
Kentucky
$776K
EPM
1373
Elm Partners Management
Pennsylvania
$774K
GL
1374
Gerber LLC
Ohio
$773K
TWG
1375
The Wealth Group
Minnesota
$772K