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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
IBOK
1401
Independence Bank of Kentucky
Kentucky
$756K
RWM
1402
Rockwood Wealth Management
Pennsylvania
$755K
FFG
1403
Frisch Financial Group
New York
$755K
SFC
1404
SYM Financial Corp
Indiana
$755K
TTWM
1405
TCV Trust & Wealth Management
Virginia
$752K
FWM
1406
Focused Wealth Management
New York
$751K
SF
1407
Schaeffer Financial
Maryland
$750K
V
1408
VeraBank
Texas
$750K
AF
1409
Aviso Financial
Ontario, Canada
$748K
RCM
1410
Radnor Capital Management
Pennsylvania
$746K
SCM
1411
Sage Capital Management
New Jersey
$745K
BOJHT
1412
Bank of Jackson Hole Trust
Wyoming
$742K
SC
1413
Saiph Capital
New Jersey
$742K
TC
1414
Trilogy Capital
California
$739K
BCM
1415
Boltwood Capital Management
California
$735K
VNA
1416
Valley National Advisers
Pennsylvania
$734K
FL
1417
FreeGulliver LLC
Louisiana
$734K
GLR
1418
Great Lakes Retirement
Ohio
$733K
ATC
1419
Advantage Trust Company
Kansas
$731K
CAAS
1420
Capital Asset Advisory Services
Michigan
$731K
Russell Investments Group
1421
Russell Investments Group
United Kingdom
$731K
DWA
1422
Delap Wealth Advisory
Oregon
$728K
MPI
1423
Mairs & Power Inc
Minnesota
$725K
VR
1424
Valued Retirements
Texas
$725K
IWA
1425
Icon Wealth Advisors
Texas
$725K