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Vanguard Dividend Appreciation ETF

2,285 hedge funds and large institutions have $44.7B invested in Vanguard Dividend Appreciation ETF in 2025 Q3 according to their latest regulatory filings, with 134 funds opening new positions, 904 increasing their positions, 836 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,285
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
RFP
1476
Root Financial Partners
California
$644K
FWA
1477
FSM Wealth Advisors
Ohio
$644K
CS
1478
Cannell & Spears
New York
$643K
JC
1479
JB Capital
Connecticut
$642K
SFP
1480
Sterling Financial Planning
New Jersey
$639K
RFA
1481
Rollins Financial Advisors
New York
$638K
LWM
1482
Lakeridge Wealth Management
Ohio
$638K
MTWM
1483
Masso Torrence Wealth Management
New Jersey
$637K
JHCP
1484
Jackson Hole Capital Partners
Oklahoma
$635K
HTI
1485
Hikari Tsushin Inc
Japan
$635K
LFA
1486
Lauterbach Financial Advisors
Texas
$635K
SF
1487
Seek First
California
$634K
BZWA
1488
Blue Zone Wealth Advisors
California
$633K
LWA
1489
LifeGoal Wealth Advisors
New York
$632K
MIM
1490
Macroview Investment Management
Maryland
$629K
AWAG
1491
ARS Wealth Advisors Group
Florida
$629K
IWA
1492
IBEX Wealth Advisors
New Jersey
$629K
BIM
1493
Baldwin Investment Management
Pennsylvania
$623K
CWA
1494
Capital Wealth Alliance
Arizona
$622K
SLC
1495
Second Line Capital
Louisiana
$622K
HAIM
1496
Hunter Associates Investment Management
Pennsylvania
$622K
PWM
1497
Praetorian Wealth Management
California
$621K
OFG
1498
Oxford Financial Group
Indiana
$621K
OL
1499
Optas LLC
Texas
$620K
JCFM
1500
JBR Co Financial Management
Oklahoma
$619K