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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
SWM
1451
Seaside Wealth Management
California
$824K +$6.34K +29 +0.8%
GLR
1452
Great Lakes Retirement
Ohio
$823K +$76.5K +350 +10%
CWM
1453
Cordatus Wealth Management
Pennsylvania
$823K +$818K +3,744 New
AIA
1454
Aventus Investment Advisors
Florida
$822K -$35K -160 -4%
NFS
1455
NewCorp Financial Services
Georgia
$820K +$816K +3,733 New
GAM
1456
Gemmer Asset Management
California
$819K -$2.4K -11 -0.3%
SIC
1457
Samalin Investment Counsel
New York
$817K +$1.31K +6 +0.2%
IF
1458
Integrity Financial
Wyoming
$816K -$1.09M -4,967 -57%
PFG
1459
Prospect Financial Group
Virginia
$814K -$13.8K -63 -2%
CC
1460
Courier Capital
New York
$814K +$1.09K +5 +0.1%
WFAG
1461
Worth Financial Advisory Group
North Carolina
$813K -$1.09K -5 -0.1%
TWM
1462
Topsail Wealth Management
North Carolina
$812K +$4.37K +20 +0.5%
PVI
1463
Pine Valley Investments
New Jersey
$812K +$199K +910 +33%
MFG
1464
Magnus Financial Group
New York
$812K +$88.5K +405 +12%
RA
1465
Ransom Advisory
Rhode Island
$807K +$802K +3,670 New
SAM
1466
Synergy Asset Management
Washington
$805K -$1.59M -7,291 -67%
LIA
1467
LBMC Investment Advisors
Tennessee
$805K +$2.19K +10 +0.3%
BCA
1468
Bay Capital Advisors
Virginia
$804K
SWM
1469
Sendero Wealth Management
Texas
$804K +$799K +3,657 New
EFP
1470
Elser Financial Planning
Indiana
$803K
SWIG
1471
Strategic Wealth Investment Group
Kentucky
$803K -$425K -1,947 -35%
CA
1472
CoreCap Advisors
Michigan
$803K -$141K -644 -15%
FCIM
1473
Fairview Capital Investment Management
California
$802K -$21.8K -100 -3%
FGC
1474
First Growth Capital
Maryland
$802K +$764K +3,495 New
IA
1475
IFG Advisors
Missouri
$801K -$452K -2,069 -36%