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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
HFS
1376
Heritage Financial Services
Massachusetts
$767K
MSFP
1377
Mark Sheptoff Financial Planning
Connecticut
$766K
OWM
1378
OneAscent Wealth Management
Alabama
$763K
OWP
1379
Obermeyer Wealth Partners
Colorado
$763K
WCP
1380
Wick Capital Partners
Pennsylvania
$763K
FLP
1381
Financial Life Planners
Arizona
$762K
FNWM
1382
Financial Network Wealth Management
Utah
$760K
RIM
1383
Rockbridge Investment Management
New York
$759K
MAA
1384
Matrix Asset Advisors
New York
$758K
SOAMC
1385
Spirit of America Management Corp
New York
$758K
TSW
1386
Thompson Siegel & Walmsley
Virginia
$756K
IBOK
1387
Independence Bank of Kentucky
Kentucky
$756K
RWM
1388
Rockwood Wealth Management
Pennsylvania
$755K
FFG
1389
Frisch Financial Group
New York
$755K
SFC
1390
SYM Financial Corp
Indiana
$755K
TTWM
1391
TCV Trust & Wealth Management
Virginia
$752K
FWM
1392
Focused Wealth Management
New York
$751K
SF
1393
Schaeffer Financial
Maryland
$750K
V
1394
VeraBank
Texas
$750K
AF
1395
Aviso Financial
Ontario, Canada
$748K
RCM
1396
Radnor Capital Management
Pennsylvania
$746K
SCM
1397
Sage Capital Management
New Jersey
$745K
BOJHT
1398
Bank of Jackson Hole Trust
Wyoming
$742K
SC
1399
Saiph Capital
New Jersey
$742K
TC
1400
Trilogy Capital
California
$739K