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Vanguard Dividend Appreciation ETF

2,514 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, 1,029 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: 1,029 | Existing positions reduced: 819

12% more funds holding in top 10

Funds holding in top 10: 247276 (+29)

8% more funds holding

Funds holding: 2,3292,514 (+185)

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
2,514
Holders Change
+185
Holders Change %
+7.94%
% of All Funds
30.59%
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
1,029
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
WTFG
1476
Wood Tarver Financial Group
Idaho
$798K -$14K -64 -2%
PRS
1477
Pinkerton Retirement Specialists
Idaho
$798K +$793K +3,629 New
SP
1478
Sherman Porfolios
Idaho
$798K +$793K +3,629 New
VR
1479
Valued Retirements
Texas
$794K +$15.9K +73 +2%
AG
1480
AmeriFlex Group
Nevada
$793K -$757K -3,466 -49%
JJBC
1481
James J. Burns & Company
New York
$791K +$344K +1,574 +78%
WI
1482
Westbourne Investments
Virginia
$789K -$45.9K -210 -6%
ST
1483
Smithfield Trust
Pennsylvania
$789K -$13.3K -61 -2%
TCM
1484
Telos Capital Management
California
$788K -$558K -2,555 -42%
AWA
1485
Adapt Wealth Advisors
Georgia
$786K +$51.6K +236 +7%
BRPW
1486
Ballast Rock Private Wealth
South Carolina
$786K +$781K +3,575 New
HFS
1487
Heritage Financial Services
Massachusetts
$785K +$4.59K +21 +0.6%
TWG
1488
The Wealth Group
Minnesota
$785K -$655 -3 -0.1%
KCM
1489
Kathmere Capital Management
Pennsylvania
$784K -$110K -503 -12%
FLP
1490
Financial Life Planners
Arizona
$783K +$6.34K +29 +0.8%
PCM
1491
Prospera Capital Management
Arizona
$779K -$158K -722 -17%
PMFA
1492
Plante Moran Financial Advisors
Michigan
$778K -$5.24K -24 -0.7%
OWP
1493
Obermeyer Wealth Partners
Colorado
$777K
MAA
1494
Matrix Asset Advisors
New York
$777K +$4.59K +21 +0.6%
HDIM
1495
Hanson & Doremus Investment Management
Vermont
$776K +$195K +893 +34%
SG
1496
Sherry Group
Arkansas
$775K +$765K +3,500 New
RF
1497
Rossby Financial
Florida
$774K +$615K +2,816 +399%
RIM
1498
Rockbridge Investment Management
New York
$773K
FFG
1499
Frisch Financial Group
New York
$772K +$5.9K +27 +0.8%
FNWM
1500
Financial Network Wealth Management
Utah
$770K +$1.75K +8 +0.2%