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Vanguard Dividend Appreciation ETF

2,304 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, 909 increasing their positions, 843 reducing their positions, and 55 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 in top 10

Funds holding in top 10:

1% more funds holding

Funds holding: 2,2792,304 (+25)

8% more repeat investments, than reductions

Existing positions increased: 909 | Existing positions reduced: 843

0.08% less ownership

Funds ownership: 46.11%46.03% (-0.08%)

Holders
2,304
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
247
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
IWA
1501
IBEX Wealth Advisors
New Jersey
$629K
BIM
1502
Baldwin Investment Management
Pennsylvania
$623K
CWA
1503
Capital Wealth Alliance
Arizona
$622K
SLC
1504
Second Line Capital
Louisiana
$622K
HAIM
1505
Hunter Associates Investment Management
Pennsylvania
$622K
PWM
1506
Praetorian Wealth Management
California
$621K
OFG
1507
Oxford Financial Group
Indiana
$621K
OL
1508
Optas LLC
Texas
$620K
JCFM
1509
JBR Co Financial Management
Oklahoma
$619K
B
1510
Bensler
Washington
$618K
CAM
1511
Creekmur Asset Management
Illinois
$617K
CF
1512
Convergence Financial
Missouri
$617K
Wolverine Trading
1513
Wolverine Trading
Illinois
$617K
BBPWM
1514
Blue Bell Private Wealth Management
Pennsylvania
$617K
AGP
1515
Autumn Glory Partners
Texas
$616K
SPF
1516
South Plains Financial
Texas
$616K
DC
1517
Dahring Cusmano
Michigan
$613K
PCM
1518
Pointe Capital Management
Michigan
$612K
BOPW
1519
Brandywine Oak Private Wealth
Pennsylvania
$611K
FA
1520
Financial Alternatives
California
$610K
TCOO
1521
Trust Company of Oklahoma
Oklahoma
$610K
SCA
1522
Scott Capital Advisors
Oregon
$609K
LW
1523
Libra Wealth
California
$604K
TWM
1524
Tanager Wealth Management
United Kingdom
$602K
RA
1525
Rise Advisors
New York
$601K