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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
UFA
1351
Unify Financial Advisors
Florida
$1.02M +$1.01M +4,630 New
SRC
1352
Sage Rhino Capital
California
$1.02M
RWM
1353
Rockwood Wealth Management
Pennsylvania
$1.01M +$242K +1,108 +32%
BPWM
1354
Badgley Phelps Wealth Managers
Washington
$1.01M +$136K +621 +16%
GT
1355
Greenleaf Trust
Michigan
$1M +$125K +574 +14%
VC
1356
Vicus Capital
Pennsylvania
$999K +$72.3K +331 +8%
MFA
1357
Morling Financial Advisors
California
$997K +$9.18K +42 +0.9%
PP
1358
Patten & Patten
Tennessee
$997K +$1.31K +6 +0.1%
EPM
1359
Elm Partners Management
Pennsylvania
$994K +$204K +932 +26%
NDSI
1360
Newman Dignan & Sheerar Inc
Rhode Island
$993K -$5.24K -24 -0.5%
CA
1361
Continuum Advisory
Idaho
$993K -$7.43K -34 -0.7%
LFS
1362
Legacy Financial Strategies
Kansas
$993K +$218 +1 +0%
LWM
1363
LongView Wealth Management
Georgia
$992K -$59K -270 -6%
FWA
1364
Flagship Wealth Advisors
Massachusetts
$992K +$4.37K +20 +0.4%
MCA
1365
Millennium Capital Advisors
Arkansas
$992K -$54.6K -250 -5%
AHC
1366
Anderson Hoagland & Co
Missouri
$989K
IWM
1367
Integris Wealth Management
California
$988K
SWA
1368
SFMG Wealth Advisors
Texas
$987K +$405K +1,853 +70%
PWG
1369
Portside Wealth Group
Utah
$987K -$15.5K -71 -2%
APIM
1370
Agate Pass Investment Management
Washington
$984K -$14.9K -68 -1%
IAA
1371
Independent Advisor Alliance
North Carolina
$982K +$13.3K +61 +1%
RFA
1372
RTD Financial Advisors
Pennsylvania
$981K
SCM
1373
SOL Capital Management
Maryland
$980K -$16.4K -75 -2%
MIAS
1374
Mason Investment Advisory Services
Virginia
$978K -$66.2K -303 -6%
CAMG
1375
CWA Asset Management Group
Florida
$975K +$5.9K +27 +0.6%