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Vanguard Dividend Appreciation ETF

2,290 hedge funds and large institutions have $44.8B invested in Vanguard Dividend Appreciation ETF in 2025 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 907 increasing their positions, 837 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,290
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
MCA
1476
Maryland Capital Advisors
Maryland
$648K
WG
1477
Welch Group
Alabama
$648K
AWMG
1478
Alliance Wealth Management Group
New Jersey
$648K
TCM
1479
Towercrest Capital Management
Pennsylvania
$648K
RFP
1480
Root Financial Partners
California
$644K
FWA
1481
FSM Wealth Advisors
Ohio
$644K
CS
1482
Cannell & Spears
New York
$643K
JC
1483
JB Capital
Connecticut
$642K
SFP
1484
Sterling Financial Planning
New Jersey
$639K
RFA
1485
Rollins Financial Advisors
New York
$638K
LWM
1486
Lakeridge Wealth Management
Ohio
$638K
MTWM
1487
Masso Torrence Wealth Management
New Jersey
$637K
JHCP
1488
Jackson Hole Capital Partners
Oklahoma
$635K
HTI
1489
Hikari Tsushin Inc
Japan
$635K
LFA
1490
Lauterbach Financial Advisors
Texas
$635K
SF
1491
Seek First
California
$634K
BZWA
1492
Blue Zone Wealth Advisors
California
$633K
LWA
1493
LifeGoal Wealth Advisors
New York
$632K
MIM
1494
Macroview Investment Management
Maryland
$629K
AWAG
1495
ARS Wealth Advisors Group
Florida
$629K
IWA
1496
IBEX Wealth Advisors
New Jersey
$629K
BIM
1497
Baldwin Investment Management
Pennsylvania
$623K
CWA
1498
Capital Wealth Alliance
Arizona
$622K
SLC
1499
Second Line Capital
Louisiana
$622K
HAIM
1500
Hunter Associates Investment Management
Pennsylvania
$622K