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Vanguard Dividend Appreciation ETF

2,515 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, 1,030 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: 1,030 | Existing positions reduced: 819

12% more funds holding in top 10

Funds holding in top 10: 247276 (+29)

8% more funds holding

Funds holding: 2,3292,515 (+186)

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
2,515
Holders Change
+186
Holders Change %
+7.99%
% of All Funds
30.6%
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
1,030
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
FNB
1551
Farmers National Bank
Kentucky
$704K +$94.4K +432 +16%
HA
1552
Hegarty Advisors
New York
$703K +$698K +3,195 New
RBWA
1553
RFG - Bristol Wealth Advisors
Massachusetts
$702K +$5.03K +23 +0.7%
SAW
1554
Signal Advisors Wealth
Michigan
$701K +$157K +719 +29%
VAF
1555
Values Added Financial
District of Columbia
$700K +$104K +477 +18%
CWMK
1556
Caliber Wealth Management (Kansas)
Kansas
$699K -$10.3K -47 -1%
MAM
1557
McLean Asset Management
Virginia
$697K +$78.2K +358 +13%
ADL
1558
Asset Dedication LLC
California
$695K -$21.2K -97 -3%
NGA
1559
Naples Global Advisors
Florida
$694K -$4.37K -20 -0.6%
TMWM
1560
Taylor & Morgan Wealth Management
Michigan
$694K +$26.4K +121 +4%
WG
1561
Welch Group
Alabama
$694K +$33.9K +155 +5%
PWA
1562
Pitcairn Wealth Advisors
Pennsylvania
$690K +$686K +3,141 New
MDA
1563
Minot DeBlois Advisors
Massachusetts
$689K -$134K -615 -16%
BZWA
1564
Blue Zone Wealth Advisors
California
$687K +$41.5K +190 +6%
MAC
1565
Mason & Associates (California)
California
$686K
JC
1566
JB Capital
Connecticut
$685K +$31.2K +143 +5%
GWS
1567
Glassman Wealth Services
Virginia
$684K +$327K +1,497 +93%
JPWM
1568
Jamison Private Wealth Management
Georgia
$684K +$1.97K +9 +0.3%
WCM
1569
Winebrenner Capital Management
Kentucky
$683K
SWM
1570
Schwallier Wealth Management
Michigan
$683K -$47.4K -217 -7%
S
1571
SimplyRich
California
$681K
MLFP
1572
MPS Loria Financial Planners
Illinois
$680K -$13.1K -60 -2%
BI
1573
Ballast Inc
Kentucky
$679K
TCP
1574
TMB Capital Partners
Arkansas
$677K +$673K +3,081 New
KFP
1575
KMG Fiduciary Partners
Ohio
$676K -$317K -1,450 -32%