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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
NGA
1451
Naples Global Advisors
Florida
$689K
CB
1452
Cadence Bank
Mississippi
$688K
EIP
1453
Ellis Investment Partners
Pennsylvania
$685K
RBWA
1454
RFG - Bristol Wealth Advisors
Massachusetts
$684K
LWA
1455
Lowe Wealth Advisors
Maryland
$682K
MI
1456
Motiv8 Investments
Florida
$681K
BCCM
1457
Bridge Creek Capital Management
Massachusetts
$680K
MLFP
1458
MPS Loria Financial Planners
Illinois
$680K
BWM
1459
BCS Wealth Management
Tennessee
$680K
AMM
1460
American Money Management
California
$674K
IF
1461
Intrua Financial
Texas
$674K
MAC
1462
Mason & Associates (California)
California
$673K
P
1463
Pitcairn
Pennsylvania
$671K
WCM
1464
Winebrenner Capital Management
Kentucky
$670K
JPWM
1465
Jamison Private Wealth Management
Georgia
$670K
S
1466
SimplyRich
California
$669K
BI
1467
Ballast Inc
Kentucky
$667K
YIA
1468
YHB Investment Advisors
Connecticut
$665K
BA
1469
Bristlecone Advisors
Washington
$664K
PSF
1470
Pacific Sun Financial
California
$664K
BFC
1471
Bedel Financial Consulting
Indiana
$662K
NEWAS
1472
N.E.W. Advisory Services
Wisconsin
$662K
KIG
1473
Kennedy Investment Group
New Jersey
$659K
EP
1474
Essential Planning
New Hampshire
$658K
TMWM
1475
Taylor & Morgan Wealth Management
Michigan
$655K