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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
TTWM
1401
TCV Trust & Wealth Management
Virginia
$919K +$152K +695 +20%
FEG
1402
Financial Enhancement Group
Indiana
$919K +$13.5K +62 +2%
TSMHT
1403
Thurston Springer Miller Herd & Titak
Indiana
$916K +$900K +4,117 +8,234%
VDI
1404
Vaughan David Investments
Illinois
$915K -$76.9K -352 -8%
AP
1405
Appleton Partners
Massachusetts
$915K -$20.8K -95 -2%
SIAP
1406
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$911K +$655 +3 +0.1%
MPWT
1407
MassMutual Private Wealth & Trust
Connecticut
$911K -$18.6K -85 -2%
FFWM
1408
Future Financial Wealth Management
Ohio
$909K -$16.2K -74 -2%
WH
1409
Willner & Heller
California
$908K +$874 +4 +0.1%
SAM
1410
SVRN Asset Management
Texas
$897K +$892K +4,083 New
CW
1411
Cedarwood Wealth
Colorado
$894K +$870K +3,981 New
BIG
1412
Brooklyn Investment Group
New York
$890K +$324K +1,485 +59%
CAP
1413
Cordoba Advisory Partners
New York
$887K +$882K +4,038 New
SP
1414
Sequent Planning
Nebraska
$881K +$7.21K +33 +0.8%
TC
1415
Trilogy Capital
California
$878K +$124K +568 +17%
AA
1416
Armis Advisers
Georgia
$877K +$656K +3,001 +268%
AWP
1417
Ascent Wealth Partners
New York
$872K
MCA
1418
Magnolia Capital Advisors
Mississippi
$870K +$382K +1,747 +79%
IFA
1419
Independence Financial Advisors
New Hampshire
$868K +$2.84K +13 +0.3%
AIS
1420
AM Investment Strategies
Tennessee
$867K
BWP
1421
BlueStem Wealth Partners
Minnesota
$865K -$22.5K -103 -3%
AWM
1422
Accurate Wealth Management
Florida
$863K -$88.1K -403 -9%
KWM
1423
Koa Wealth Management
California
$858K -$35.2K -161 -4%
AW
1424
Alteri Wealth
California
$857K +$145K +663 +20%
TWM
1425
Thrive Wealth Management
Pennsylvania
$855K +$16.6K +76 +2%