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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
WCP
1526
Wick Capital Partners
Pennsylvania
$740K -$36.7K -168 -5%
TSW
1527
Thompson Siegel & Walmsley
Virginia
$739K -$30.6K -140 -4%
RWPA
1528
Richard W. Paul & Associates
Michigan
$737K -$46.8K -214 -6%
W
1529
Wealthquest
Ohio
$737K +$733K +3,353 New
PHWM
1530
Pine Harbor Wealth Management
Maryland
$733K -$64K -293 -8%
FFM
1531
Flagstone Financial Management
Nebraska
$732K -$125K -573 -15%
CWD
1532
Clarity Wealth Development
Oregon
$729K +$15.5K +71 +2%
NA
1533
Nordwand Advisors
Pennsylvania
$727K -$8.74K -40 -1%
VPIM
1534
Vanguard Personalized Indexing Management
California
$727K +$12.5K +57 +2%
SOS
1535
Silver Oak Securities
Tennessee
$727K -$63.1K -289 -8%
IBOK
1536
Independence Bank of Kentucky
Kentucky
$726K -$43.7K -200 -6%
DCA
1537
DB&C Advisors
Michigan
$725K +$721K +3,298 New
HNB
1538
Hilltop National Bank
Wyoming
$723K +$11.8K +54 +2%
OFG
1539
Oxford Financial Group
Indiana
$721K +$88.1K +403 +14%
HA
1540
HFG Advisors
Ohio
$716K
TYCC
1541
Texas Yale Capital Corp
Florida
$713K
JWM
1542
JGP Wealth Management
Oregon
$711K -$3.28K -15 -0.5%
AW
1543
Avion Wealth
Texas
$710K +$1.75K +8 +0.2%
LWM
1544
Lakeridge Wealth Management
Ohio
$710K +$59.9K +274 +9%
RAS
1545
RPS Advisory Solutions
Kentucky
$709K -$1.53K -7 -0.2%
RWM
1546
Riverbend Wealth Management
South Carolina
$708K +$1.53K +7 +0.2%
HCM
1547
Howland Capital Management
Massachusetts
$708K
RA
1548
Rise Advisors
New York
$708K +$94.8K +434 +16%
FFA
1549
Fortune Financial Advisors
Kansas
$707K +$2.84K +13 +0.4%
BAAM
1550
Baker Avenue Asset Management
California
$707K +$150K +688 +27%