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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
VWA
1551
VSM Wealth Advisory
Maryland
$584K
SSW
1552
Stone Summit Wealth
Florida
$583K
LCM
1553
Logan Capital Management
Pennsylvania
$583K
PWMG
1554
Prestige Wealth Management Group
New Jersey
$580K
DWM
1555
Destination Wealth Management
California
$577K
CFB
1556
Cullen/Frost Bankers
Texas
$576K
BFP
1557
Beacon Financial Planning
Massachusetts
$575K
TLA
1558
Tanglewood Legacy Advisors
Texas
$573K
GPA
1559
Guidance Point Advisors
Massachusetts
$573K
CAM
1560
Covenant Asset Management
New Jersey
$572K
TWP
1561
Total Wealth Planning
Ohio
$571K
KAS
1562
KPP Advisory Services
Kentucky
$571K
SWA
1563
SFMG Wealth Advisors
Texas
$570K
C
1564
Certuity
Florida
$569K
PS
1565
Planned Solutions
California
$569K
HDIM
1566
Hanson & Doremus Investment Management
Vermont
$569K
NLWP
1567
Next Level Wealth Planning
Idaho
$565K
FFA
1568
First Foundation Advisors
California
$565K
MWM
1569
MBE Wealth Management
Wisconsin
$564K
WMS
1570
Wealth Management Strategies
Pennsylvania
$563K
CCM
1571
Condor Capital Management
New Jersey
$563K
MRI
1572
Mad River Investors
Massachusetts
$561K
CWP
1573
Cyndeo Wealth Partners
Florida
$560K
CGF
1574
Constant Guidance Financial
Massachusetts
$559K
BI
1575
Beckerman Institutional
New Jersey
$559K