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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
CWM
1376
Crowley Wealth Management
Delaware
$784K
PHWM
1377
Pine Harbor Wealth Management
Maryland
$783K
GBT
1378
Grove Bank & Trust
Florida
$782K
MBTD
1379
Mechanics Bank - Trust Department
California
$781K
TBWA
1380
Three Bridge Wealth Advisors
California
$777K
LEFP
1381
Leading Edge Financial Planning
Tennessee
$777K
GT
1382
Glenview Trust
Kentucky
$776K
EPM
1383
Elm Partners Management
Pennsylvania
$774K
GL
1384
Gerber LLC
Ohio
$773K
TWG
1385
The Wealth Group
Minnesota
$772K
SOS
1386
Silver Oak Securities
Tennessee
$771K
NA
1387
Nottingham Advisors
New York
$770K
RWPA
1388
Richard W. Paul & Associates
Michigan
$770K
PMFA
1389
Plante Moran Financial Advisors
Michigan
$769K
HFS
1390
Heritage Financial Services
Massachusetts
$767K
MSFP
1391
Mark Sheptoff Financial Planning
Connecticut
$766K
OWM
1392
OneAscent Wealth Management
Alabama
$763K
OWP
1393
Obermeyer Wealth Partners
Colorado
$763K
WCP
1394
Wick Capital Partners
Pennsylvania
$763K
FLP
1395
Financial Life Planners
Arizona
$762K
FNWM
1396
Financial Network Wealth Management
Utah
$760K
RIM
1397
Rockbridge Investment Management
New York
$759K
MAA
1398
Matrix Asset Advisors
New York
$758K
SOAMC
1399
Spirit of America Management Corp
New York
$758K
TSW
1400
Thompson Siegel & Walmsley
Virginia
$756K