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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
FWM
1401
Focused Wealth Management
New York
$751K
SF
1402
Schaeffer Financial
Maryland
$750K
V
1403
VeraBank
Texas
$750K
AF
1404
Aviso Financial
Ontario, Canada
$748K
RCM
1405
Radnor Capital Management
Pennsylvania
$746K
SCM
1406
Sage Capital Management
New Jersey
$745K
BOJHT
1407
Bank of Jackson Hole Trust
Wyoming
$742K
SC
1408
Saiph Capital
New Jersey
$742K
TC
1409
Trilogy Capital
California
$739K
BCM
1410
Boltwood Capital Management
California
$735K
VNA
1411
Valley National Advisers
Pennsylvania
$734K
FL
1412
FreeGulliver LLC
Louisiana
$734K
GLR
1413
Great Lakes Retirement
Ohio
$733K
ATC
1414
Advantage Trust Company
Kansas
$731K
CAAS
1415
Capital Asset Advisory Services
Michigan
$731K
Russell Investments Group
1416
Russell Investments Group
United Kingdom
$731K
DWA
1417
Delap Wealth Advisory
Oregon
$728K
MPI
1418
Mairs & Power Inc
Minnesota
$725K
VR
1419
Valued Retirements
Texas
$725K
IWA
1420
Icon Wealth Advisors
Texas
$725K
HWM
1421
Hemington Wealth Management
Virginia
$724K
NA
1422
Nordwand Advisors
Pennsylvania
$723K
LWA
1423
Lantern Wealth Advisors
New York
$721K
FAN
1424
Financial Advisors Network
California
$721K
AWA
1425
Adapt Wealth Advisors
Georgia
$721K