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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
ACP
1351
Arcus Capital Partners
Georgia
$809K
FCIM
1352
Fairview Capital Investment Management
California
$809K
GAM
1353
Gemmer Asset Management
California
$807K
SWM
1354
Seaside Wealth Management
California
$802K
O3W
1355
Omni 360 Wealth
New Jersey
$802K
AAM
1356
Aureus Asset Management
Massachusetts
$802K
SIC
1357
Samalin Investment Counsel
New York
$801K
WFAG
1358
Worth Financial Advisory Group
North Carolina
$799K
CC
1359
Courier Capital
New York
$798K
WTFG
1360
Wood Tarver Financial Group
Idaho
$797K
TWM
1361
Topsail Wealth Management
North Carolina
$797K
WCWM
1362
Willow Creek Wealth Management
California
$796K
LPT
1363
Legacy Private Trust
Wisconsin
$796K
EFP
1364
Elser Financial Planning
Indiana
$792K
TNBTD
1365
Trustmark National Bank Trust Department
Mississippi
$792K
BCA
1366
Bay Capital Advisors
Virginia
$790K
KSWA
1367
Kathleen S. Wright Associates
Pennsylvania
$789K
ST
1368
Smithfield Trust
Pennsylvania
$788K
LIA
1369
LBMC Investment Advisors
Tennessee
$788K
BWG
1370
Balanced Wealth Group
Ohio
$787K
CWM
1371
Crowley Wealth Management
Delaware
$784K
PHWM
1372
Pine Harbor Wealth Management
Maryland
$783K
GBT
1373
Grove Bank & Trust
Florida
$782K
MBTD
1374
Mechanics Bank - Trust Department
California
$781K
TBWA
1375
Three Bridge Wealth Advisors
California
$777K