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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
LEFP
1501
Leading Edge Financial Planning
Tennessee
$769K -$22.1K -101 -3%
LPT
1502
Legacy Private Trust
Wisconsin
$766K -$43.7K -200 -5%
SCM
1503
Sage Capital Management
New Jersey
$761K +$2.84K +13 +0.4%
RCM
1504
Radnor Capital Management
Pennsylvania
$760K
SF
1505
Schaeffer Financial
Maryland
$756K -$7.87K -36 -1%
LWA
1506
Lantern Wealth Advisors
New York
$756K -$4.54M -20,795 -86%
BOJHT
1507
Bank of Jackson Hole Trust
Wyoming
$756K
TBWA
1508
Three Bridge Wealth Advisors
California
$754K -$34.3K -157 -4%
LSWP
1509
Liberty Square Wealth Partners
Pennsylvania
$753K -$603K -2,759 -45%
FAN
1510
Financial Advisors Network
California
$752K +$17.7K +81 +2%
KIG
1511
Kennedy Investment Group
New Jersey
$749K +$77.6K +355 +12%
VNA
1512
Valley National Advisers
Pennsylvania
$748K
FM
1513
Foster & Motley
Ohio
$748K +$26.7K +122 +4%
GBT
1514
Grove Bank & Trust
Florida
$748K -$48.3K -221 -6%
BOPW
1515
Brandywine Oak Private Wealth
Pennsylvania
$748K +$125K +571 +20%
AG
1516
AlTi Global
New York
$748K +$43.7K +200 +6%
BCM
1517
Boltwood Capital Management
California
$747K -$1.53K -7 -0.2%
SC
1518
Saiph Capital
New Jersey
$747K -$8.74K -40 -1%
ATC
1519
Advantage Trust Company
Kansas
$745K
ERIC
1520
Eagle Rock Investment Company
Georgia
$743K +$271K +1,239 +58%
OWM
1521
OneAscent Wealth Management
Alabama
$742K -$35K -160 -5%
CAAS
1522
Capital Asset Advisory Services
Michigan
$741K -$17K -78 -2%
TNBTD
1523
Trustmark National Bank Trust Department
Mississippi
$741K -$65.8K -301 -8%
DWA
1524
Delap Wealth Advisory
Oregon
$741K +$2.62K +12 +0.4%
SWGC
1525
Summit Wealth Group (Colorado)
Colorado
$740K +$736K +3,369 New