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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
LEFP
1376
Leading Edge Financial Planning
Tennessee
$777K
GT
1377
Glenview Trust
Kentucky
$776K
EPM
1378
Elm Partners Management
Pennsylvania
$774K
GL
1379
Gerber LLC
Ohio
$773K
TWG
1380
The Wealth Group
Minnesota
$772K
SOS
1381
Silver Oak Securities
Tennessee
$771K
NA
1382
Nottingham Advisors
New York
$770K
RWPA
1383
Richard W. Paul & Associates
Michigan
$770K
PMFA
1384
Plante Moran Financial Advisors
Michigan
$769K
HFS
1385
Heritage Financial Services
Massachusetts
$767K
MSFP
1386
Mark Sheptoff Financial Planning
Connecticut
$766K
OWM
1387
OneAscent Wealth Management
Alabama
$763K
OWP
1388
Obermeyer Wealth Partners
Colorado
$763K
WCP
1389
Wick Capital Partners
Pennsylvania
$763K
FLP
1390
Financial Life Planners
Arizona
$762K
FNWM
1391
Financial Network Wealth Management
Utah
$760K
RIM
1392
Rockbridge Investment Management
New York
$759K
MAA
1393
Matrix Asset Advisors
New York
$758K
SOAMC
1394
Spirit of America Management Corp
New York
$758K
TSW
1395
Thompson Siegel & Walmsley
Virginia
$756K
IBOK
1396
Independence Bank of Kentucky
Kentucky
$756K
RWM
1397
Rockwood Wealth Management
Pennsylvania
$755K
FFG
1398
Frisch Financial Group
New York
$755K
SFC
1399
SYM Financial Corp
Indiana
$755K
TTWM
1400
TCV Trust & Wealth Management
Virginia
$752K