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Vanguard Dividend Appreciation ETF

2,290 hedge funds and large institutions have $44.8B invested in Vanguard Dividend Appreciation ETF in 2025 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 907 increasing their positions, 837 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,290
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
245
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
MI
1451
Motiv8 Investments
Florida
$681K
BCCM
1452
Bridge Creek Capital Management
Massachusetts
$680K
MLFP
1453
MPS Loria Financial Planners
Illinois
$680K
BWM
1454
BCS Wealth Management
Tennessee
$680K
AMM
1455
American Money Management
California
$674K
IF
1456
Intrua Financial
Texas
$674K
MAC
1457
Mason & Associates (California)
California
$673K
P
1458
Pitcairn
Pennsylvania
$671K
WCM
1459
Winebrenner Capital Management
Kentucky
$670K
JPWM
1460
Jamison Private Wealth Management
Georgia
$670K
S
1461
SimplyRich
California
$669K
BI
1462
Ballast Inc
Kentucky
$667K
YIA
1463
YHB Investment Advisors
Connecticut
$665K
BA
1464
Bristlecone Advisors
Washington
$664K
PSF
1465
Pacific Sun Financial
California
$664K
BFC
1466
Bedel Financial Consulting
Indiana
$662K
NEWAS
1467
N.E.W. Advisory Services
Wisconsin
$662K
KIG
1468
Kennedy Investment Group
New Jersey
$659K
EP
1469
Essential Planning
New Hampshire
$658K
TMWM
1470
Taylor & Morgan Wealth Management
Michigan
$655K
VIM
1471
Vista Investment Management
Pennsylvania
$653K
CGPCS
1472
Capital Group Private Client Services
California
$653K
BIG
1473
Brookwood Investment Group
Arizona
$650K
HFO
1474
Heritage Family Offices
Arizona
$649K
BWA
1475
BCU Wealth Advisors
Illinois
$648K