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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
SF
1501
Seek First
California
$634K
BZWA
1502
Blue Zone Wealth Advisors
California
$633K
LWA
1503
LifeGoal Wealth Advisors
New York
$632K
MIM
1504
Macroview Investment Management
Maryland
$629K
AWAG
1505
ARS Wealth Advisors Group
Florida
$629K
IWA
1506
IBEX Wealth Advisors
New Jersey
$629K
BIM
1507
Baldwin Investment Management
Pennsylvania
$623K
CWA
1508
Capital Wealth Alliance
Arizona
$622K
SLC
1509
Second Line Capital
Louisiana
$622K
HAIM
1510
Hunter Associates Investment Management
Pennsylvania
$622K
PWM
1511
Praetorian Wealth Management
California
$621K
OFG
1512
Oxford Financial Group
Indiana
$621K
OL
1513
Optas LLC
Texas
$620K
JCFM
1514
JBR Co Financial Management
Oklahoma
$619K
B
1515
Bensler
Washington
$618K
CAM
1516
Creekmur Asset Management
Illinois
$617K
CF
1517
Convergence Financial
Missouri
$617K
LI
1518
LifeWealth Investments
Florida
$617K
Wolverine Trading
1519
Wolverine Trading
Illinois
$617K
BBPWM
1520
Blue Bell Private Wealth Management
Pennsylvania
$617K
AGP
1521
Autumn Glory Partners
Texas
$616K
SPF
1522
South Plains Financial
Texas
$616K
DC
1523
Dahring Cusmano
Michigan
$613K
PCM
1524
Pointe Capital Management
Michigan
$612K
BOPW
1525
Brandywine Oak Private Wealth
Pennsylvania
$611K