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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
BWP
1426
BSW Wealth Partners
Colorado
$717K
FA
1427
FF Advisors
California
$715K
CWD
1428
Clarity Wealth Development
Oregon
$713K
DF
1429
Dunhill Financial
United Kingdom
$711K
MFG
1430
Magnus Financial Group
New York
$710K
CG
1431
Cynosure Group
Utah
$709K
FM
1432
Foster & Motley
Ohio
$708K
VCP
1433
Verus Capital Partners
Arizona
$708K
JWM
1434
JGP Wealth Management
Oregon
$705K
SWM
1435
Schwallier Wealth Management
Michigan
$704K
ADL
1436
Asset Dedication LLC
California
$704K
HA
1437
HFG Advisors
Ohio
$703K
VPIM
1438
Vanguard Personalized Indexing Management
California
$702K
FCFC
1439
First Commonwealth Financial Corp
Pennsylvania
$701K
TYCC
1440
Texas Yale Capital Corp
Florida
$700K
GI
1441
GAMMA Investing
California
$699K
AW
1442
Alteri Wealth
California
$699K
HNB
1443
Hilltop National Bank
Wyoming
$698K
HCM
1444
Howland Capital Management
Massachusetts
$698K
RAS
1445
RPS Advisory Solutions
Kentucky
$697K
CWMK
1446
Caliber Wealth Management (Kansas)
Kansas
$696K
AW
1447
Avion Wealth
Texas
$696K
RWM
1448
Riverbend Wealth Management
South Carolina
$694K
AG
1449
AlTi Global
New York
$694K
FFA
1450
Fortune Financial Advisors
Kansas
$692K