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Vanguard Dividend Appreciation ETF

2,304 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, 909 increasing their positions, 843 reducing their positions, and 55 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 in top 10

Funds holding in top 10:

1% more funds holding

Funds holding: 2,2792,304 (+25)

8% more repeat investments, than reductions

Existing positions increased: 909 | Existing positions reduced: 843

0.08% less ownership

Funds ownership: 46.11%46.03% (-0.08%)

Holders
2,304
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
247
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
TLA
1551
Tanglewood Legacy Advisors
Texas
$573K
GPA
1552
Guidance Point Advisors
Massachusetts
$573K
CAM
1553
Covenant Asset Management
New Jersey
$572K
TWP
1554
Total Wealth Planning
Ohio
$571K
KAS
1555
KPP Advisory Services
Kentucky
$571K
SWA
1556
SFMG Wealth Advisors
Texas
$570K
C
1557
Certuity
Florida
$569K
PS
1558
Planned Solutions
California
$569K
HDIM
1559
Hanson & Doremus Investment Management
Vermont
$569K
NLWP
1560
Next Level Wealth Planning
Idaho
$565K
FFA
1561
First Foundation Advisors
California
$565K
MWM
1562
MBE Wealth Management
Wisconsin
$564K
WMS
1563
Wealth Management Strategies
Pennsylvania
$563K
CCM
1564
Condor Capital Management
New Jersey
$563K
MRI
1565
Mad River Investors
Massachusetts
$561K
CWP
1566
Cyndeo Wealth Partners
Florida
$560K
CGF
1567
Constant Guidance Financial
Massachusetts
$559K
BI
1568
Beckerman Institutional
New Jersey
$559K
PFG
1569
Pacific Financial Group
Washington
$559K
MCM
1570
Mengis Capital Management
Oregon
$559K
PWM
1571
PBMares Wealth Management
Virginia
$555K
SM
1572
Salzhauer Michael
$554K
BFS
1573
Beacon Financial Strategies
North Carolina
$553K
MCWS
1574
McKinley Carter Wealth Services
West Virginia
$552K
FWM
1575
ForthRight Wealth Management
Georgia
$550K