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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
CFGW
1376
Chancellor Financial Group WB
Pennsylvania
$974K +$12.9K +59 +1%
KFAS
1377
Keating Financial Advisory Services
Kansas
$974K +$968K +4,432 New
BTW
1378
Boston Trust Walden
Massachusetts
$973K
WP
1379
Westmount Partners
California
$973K +$218 +1 +0%
PFA
1380
Pettinga Financial Advisors
Indiana
$971K +$25.1K +115 +3%
Neuberger Berman Group
1381
Neuberger Berman Group
New York
$971K +$144K +658 +18%
JIC
1382
JRM Investment Counsel
Nebraska
$971K +$31K +142 +3%
AW
1383
Alchemi Wealth
Connecticut
$964K +$958K +4,386 New
PPW
1384
Pasadena Private Wealth
California
$964K -$16.6K -76 -2%
HPC
1385
Hobart Private Capital
North Carolina
$963K -$3.5K -16 -0.4%
WSFS
1386
Wilmington Savings Fund Society
Delaware
$961K -$40.4K -185 -4%
CNBT
1387
Canandaigua National Bank & Trust
New York
$955K -$5.46K -25 -0.6%
ALA
1388
Atlas Legacy Advisors
California
$955K
BFPW
1389
BOK Financial Private Wealth
Colorado
$953K
PMSA
1390
Patrick M. Sweeney & Associates
Illinois
$948K +$16.8K +77 +2%
CBA
1391
Coastal Bridge Advisors
Connecticut
$945K +$118K +539 +14%
MSFP
1392
Mark Sheptoff Financial Planning
Connecticut
$943K +$162K +741 +21%
EC
1393
EdgeRock Capital
Colorado
$938K
HWA
1394
HighRoad Wealth Advisors
Oregon
$937K +$932K +4,264 New
AC
1395
Anson Capital
Georgia
$935K -$3.06K -14 -0.3%
MWM
1396
Melfa Wealth Management
Massachusetts
$934K
CMAI
1397
Capital Management Associates Inc
Minnesota
$933K +$4.59K +21 +0.5%
LCM
1398
LVM Capital Management
Michigan
$932K +$33.2K +152 +4%
TA
1399
TruWealth Advisors
Louisiana
$932K -$116K -530 -11%
RWA
1400
Redhawk Wealth Advisors
Minnesota
$927K +$11.8K +54 +1%