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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
BFC
1476
Bedel Financial Consulting
Indiana
$662K
NEWAS
1477
N.E.W. Advisory Services
Wisconsin
$662K
KIG
1478
Kennedy Investment Group
New Jersey
$659K
EP
1479
Essential Planning
New Hampshire
$658K
TMWM
1480
Taylor & Morgan Wealth Management
Michigan
$655K
VIM
1481
Vista Investment Management
Pennsylvania
$653K
CGPCS
1482
Capital Group Private Client Services
California
$653K
BIG
1483
Brookwood Investment Group
Arizona
$650K
HFO
1484
Heritage Family Offices
Arizona
$649K
BWA
1485
BCU Wealth Advisors
Illinois
$648K
MCA
1486
Maryland Capital Advisors
Maryland
$648K
WG
1487
Welch Group
Alabama
$648K
AWMG
1488
Alliance Wealth Management Group
New Jersey
$648K
TCM
1489
Towercrest Capital Management
Pennsylvania
$648K
RFP
1490
Root Financial Partners
California
$644K
FWA
1491
FSM Wealth Advisors
Ohio
$644K
CS
1492
Cannell & Spears
New York
$643K
JC
1493
JB Capital
Connecticut
$642K
SFP
1494
Sterling Financial Planning
New Jersey
$639K
RFA
1495
Rollins Financial Advisors
New York
$638K
LWM
1496
Lakeridge Wealth Management
Ohio
$638K
MTWM
1497
Masso Torrence Wealth Management
New Jersey
$637K
JHCP
1498
Jackson Hole Capital Partners
Oklahoma
$635K
HTI
1499
Hikari Tsushin Inc
Japan
$635K
LFA
1500
Lauterbach Financial Advisors
Texas
$635K