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Vanguard Dividend Appreciation ETF

2,290 hedge funds and large institutions have $44.8B invested in Vanguard Dividend Appreciation ETF in 2025 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 907 increasing their positions, 837 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,290
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
SOS
1376
Silver Oak Securities
Tennessee
$771K
NA
1377
Nottingham Advisors
New York
$770K
RWPA
1378
Richard W. Paul & Associates
Michigan
$770K
PMFA
1379
Plante Moran Financial Advisors
Michigan
$769K
HFS
1380
Heritage Financial Services
Massachusetts
$767K
MSFP
1381
Mark Sheptoff Financial Planning
Connecticut
$766K
OWM
1382
OneAscent Wealth Management
Alabama
$763K
OWP
1383
Obermeyer Wealth Partners
Colorado
$763K
WCP
1384
Wick Capital Partners
Pennsylvania
$763K
FLP
1385
Financial Life Planners
Arizona
$762K
FNWM
1386
Financial Network Wealth Management
Utah
$760K
RIM
1387
Rockbridge Investment Management
New York
$759K
MAA
1388
Matrix Asset Advisors
New York
$758K
SOAMC
1389
Spirit of America Management Corp
New York
$758K
TSW
1390
Thompson Siegel & Walmsley
Virginia
$756K
IBOK
1391
Independence Bank of Kentucky
Kentucky
$756K
RWM
1392
Rockwood Wealth Management
Pennsylvania
$755K
FFG
1393
Frisch Financial Group
New York
$755K
SFC
1394
SYM Financial Corp
Indiana
$755K
TTWM
1395
TCV Trust & Wealth Management
Virginia
$752K
FWM
1396
Focused Wealth Management
New York
$751K
SF
1397
Schaeffer Financial
Maryland
$750K
V
1398
VeraBank
Texas
$750K
AF
1399
Aviso Financial
Ontario, Canada
$748K
RCM
1400
Radnor Capital Management
Pennsylvania
$746K