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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
VDBMI
1426
Van Den Berg Management I
Texas
$854K -$43.3K -198 -5%
CMP
1427
Christine Messmer PC
Pennsylvania
$853K +$848K +3,879 New
NWA
1428
Northwest Wealth Advisors
Washington
$851K +$846K +3,871 New
TWA
1429
TCI Wealth Advisors
Arizona
$851K -$347K -1,588 -29%
SLT
1430
St Louis Trust
Missouri
$851K
MBTD
1431
Mechanics Bank - Trust Department
California
$851K +$55.3K +253 +7%
RMC
1432
Ring Mountain Capital
California
$849K -$19K -87 -2%
3IP
1433
3Chopt Investment Partners
Virginia
$848K +$12.5K +57 +1%
BMWM
1434
Brown Miller Wealth Management
Virginia
$848K -$180K -824 -18%
PNC
1435
Park National Corp
Ohio
$847K -$41.5K -190 -5%
BI
1436
Bolthouse Investments
California
$845K
O3W
1437
Omni 360 Wealth
New Jersey
$845K +$9.83K +45 +1%
MTIC
1438
Missouri Trust & Investment Company
Missouri
$845K -$17.5K -80 -2%
NA
1439
Nautilus Advisors
California
$842K -$4.37K -20 -0.5%
BPC
1440
Bearing Point Capital
Minnesota
$840K +$836K +3,824 New
GT
1441
Glenview Trust
Kentucky
$838K +$47.2K +216 +6%
IB
1442
Intrust Bank
Kansas
$835K
Russell Investments Group
1443
Russell Investments Group
United Kingdom
$831K +$85.9K +393 +12%
CS
1444
Cannell & Spears
New York
$828K +$172K +788 +26%
CWM
1445
Calamos Wealth Management
Illinois
$827K
HH
1446
Hilltop Holdings
Texas
$827K -$81.5K -373 -9%
LFS
1447
Lutz Financial Services
Nebraska
$826K
BWG
1448
Balanced Wealth Group
Ohio
$826K -$2.4K -11 -0.3%
ACP
1449
Arcus Capital Partners
Georgia
$826K +$1.75K +8 +0.2%
AWM
1450
Avaii Wealth Management
Wisconsin
$824K -$1.97K -9 -0.2%