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Vanguard Dividend Appreciation ETF

2,290 hedge funds and large institutions have $44.8B invested in Vanguard Dividend Appreciation ETF in 2025 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 907 increasing their positions, 837 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,290
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
245
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
KPWG
1526
KFA Private Wealth Group
Virginia
$595K
HFS
1527
Hopwood Financial Services
Virginia
$595K
BC
1528
Bowman & Company
Wisconsin
$595K
CVA
1529
Central Valley Advisors
California
$594K
EPW
1530
Endeavor Private Wealth
Kansas
$594K
CA
1531
Claro Advisors
Massachusetts
$591K
HFS
1532
Hantz Financial Services
Michigan
$589K
UAG
1533
United Advisor Group
Ohio
$588K
RTL
1534
Red Tortoise LLC
Georgia
$586K
IWM
1535
Iams Wealth Management
Nebraska
$585K
VAF
1536
Values Added Financial
District of Columbia
$585K
AFA
1537
Avant Financial Advisors
Texas
$585K
VWA
1538
VSM Wealth Advisory
Maryland
$584K
SSW
1539
Stone Summit Wealth
Florida
$583K
LCM
1540
Logan Capital Management
Pennsylvania
$583K
PWMG
1541
Prestige Wealth Management Group
New Jersey
$580K
DWM
1542
Destination Wealth Management
California
$577K
CFB
1543
Cullen/Frost Bankers
Texas
$576K
BFP
1544
Beacon Financial Planning
Massachusetts
$575K
TLA
1545
Tanglewood Legacy Advisors
Texas
$573K
GPA
1546
Guidance Point Advisors
Massachusetts
$573K
CAM
1547
Covenant Asset Management
New Jersey
$572K
TWP
1548
Total Wealth Planning
Ohio
$571K
KAS
1549
KPP Advisory Services
Kentucky
$571K
SWA
1550
SFMG Wealth Advisors
Texas
$570K