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Vanguard Dividend Appreciation ETF

2,316 hedge funds and large institutions have $45B invested in Vanguard Dividend Appreciation ETF in 2025 Q3 according to their latest regulatory filings, with 138 funds opening new positions, 913 increasing their positions, 849 reducing their positions, and 57 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: 913 | Existing positions reduced: 849

1% more funds holding in top 10

Funds holding in top 10: 244246 (+2)

0.17% less ownership

Funds ownership: 46.1%45.93% (-0.17%)

Holders
2,316
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
CWMK
1451
Caliber Wealth Management (Kansas)
Kansas
$696K
AW
1452
Avion Wealth
Texas
$696K
RWM
1453
Riverbend Wealth Management
South Carolina
$694K
AG
1454
AlTi Global
New York
$694K
FFA
1455
Fortune Financial Advisors
Kansas
$692K
NGA
1456
Naples Global Advisors
Florida
$689K
CB
1457
Cadence Bank
Mississippi
$688K
EIP
1458
Ellis Investment Partners
Pennsylvania
$685K
RBWA
1459
RFG - Bristol Wealth Advisors
Massachusetts
$684K
LWA
1460
Lowe Wealth Advisors
Maryland
$682K
MI
1461
Motiv8 Investments
Florida
$681K
BCCM
1462
Bridge Creek Capital Management
Massachusetts
$680K
MLFP
1463
MPS Loria Financial Planners
Illinois
$680K
BWM
1464
BCS Wealth Management
Tennessee
$680K
AMM
1465
American Money Management
California
$674K
IF
1466
Intrua Financial
Texas
$674K
MAC
1467
Mason & Associates (California)
California
$673K
P
1468
Pitcairn
Pennsylvania
$671K
WCM
1469
Winebrenner Capital Management
Kentucky
$670K
JPWM
1470
Jamison Private Wealth Management
Georgia
$670K
S
1471
SimplyRich
California
$669K
BI
1472
Ballast Inc
Kentucky
$667K
YIA
1473
YHB Investment Advisors
Connecticut
$665K
BA
1474
Bristlecone Advisors
Washington
$664K
PSF
1475
Pacific Sun Financial
California
$664K