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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
CBA
1351
Coastal Bridge Advisors
Connecticut
$812K
LFS
1352
Lutz Financial Services
Nebraska
$811K
Neuberger Berman Group
1353
Neuberger Berman Group
New York
$811K
AWM
1354
Avaii Wealth Management
Wisconsin
$811K
MDA
1355
Minot DeBlois Advisors
Massachusetts
$809K
ACP
1356
Arcus Capital Partners
Georgia
$809K
FCIM
1357
Fairview Capital Investment Management
California
$809K
GAM
1358
Gemmer Asset Management
California
$807K
SWM
1359
Seaside Wealth Management
California
$802K
O3W
1360
Omni 360 Wealth
New Jersey
$802K
AAM
1361
Aureus Asset Management
Massachusetts
$802K
SIC
1362
Samalin Investment Counsel
New York
$801K
WFAG
1363
Worth Financial Advisory Group
North Carolina
$799K
CC
1364
Courier Capital
New York
$798K
WTFG
1365
Wood Tarver Financial Group
Idaho
$797K
TWM
1366
Topsail Wealth Management
North Carolina
$797K
WCWM
1367
Willow Creek Wealth Management
California
$796K
LPT
1368
Legacy Private Trust
Wisconsin
$796K
EFP
1369
Elser Financial Planning
Indiana
$792K
TNBTD
1370
Trustmark National Bank Trust Department
Mississippi
$792K
BCA
1371
Bay Capital Advisors
Virginia
$790K
KSWA
1372
Kathleen S. Wright Associates
Pennsylvania
$789K
ST
1373
Smithfield Trust
Pennsylvania
$788K
LIA
1374
LBMC Investment Advisors
Tennessee
$788K
BWG
1375
Balanced Wealth Group
Ohio
$787K