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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
FA
1526
Financial Alternatives
California
$610K
TCOO
1527
Trust Company of Oklahoma
Oklahoma
$610K
SCA
1528
Scott Capital Advisors
Oregon
$609K
LW
1529
Libra Wealth
California
$604K
TWM
1530
Tanager Wealth Management
United Kingdom
$602K
PVI
1531
Pine Valley Investments
New Jersey
$602K
RA
1532
Rise Advisors
New York
$601K
BBA
1533
BLB&B Advisors
Pennsylvania
$599K
SIAS
1534
Summit Investment Advisory Services
Minnesota
$599K
FNB
1535
Farmers National Bank
Kentucky
$598K
MAM
1536
McLean Asset Management
Virginia
$597K
CAP
1537
Columbia Advisory Partners
Washington
$597K
CANC
1538
Culbertson A N & Co
Virginia
$597K
KPWG
1539
KFA Private Wealth Group
Virginia
$595K
HFS
1540
Hopwood Financial Services
Virginia
$595K
BC
1541
Bowman & Company
Wisconsin
$595K
CVA
1542
Central Valley Advisors
California
$594K
EPW
1543
Endeavor Private Wealth
Kansas
$594K
CA
1544
Claro Advisors
Massachusetts
$591K
HFS
1545
Hantz Financial Services
Michigan
$589K
UAG
1546
United Advisor Group
Ohio
$588K
RTL
1547
Red Tortoise LLC
Georgia
$586K
IWM
1548
Iams Wealth Management
Nebraska
$585K
VAF
1549
Values Added Financial
District of Columbia
$585K
AFA
1550
Avant Financial Advisors
Texas
$585K