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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
PFG
1576
Pacific Financial Group
Washington
$559K
MCM
1577
Mengis Capital Management
Oregon
$559K
PWM
1578
PBMares Wealth Management
Virginia
$555K
SM
1579
Salzhauer Michael
$554K
BFS
1580
Beacon Financial Strategies
North Carolina
$553K
MCWS
1581
McKinley Carter Wealth Services
West Virginia
$552K
FWM
1582
ForthRight Wealth Management
Georgia
$550K
CST
1583
Charles Schwab Trust
Nevada
$550K
HCA
1584
Heck Capital Advisors
Wisconsin
$550K
SGFG
1585
Silver Grove Financial Group
New York
$549K
DAC
1586
Dividend Assets Capital
South Carolina
$548K
BAAM
1587
Baker Avenue Asset Management
California
$546K
UWP
1588
Uniting Wealth Partners
Kansas
$545K
CFS
1589
Cannon Financial Strategists
Georgia
$545K
OAP
1590
One Advisory Partners
Kansas
$544K
DWM
1591
Darwin Wealth Management
Florida
$543K
BFA
1592
Beaumont Financial Advisors
Massachusetts
$543K
BCG
1593
Breakwater Capital Group
New Jersey
$543K
RCI
1594
RS Crum Inc
California
$542K
BM
1595
Berman McAleer
Maryland
$541K
GHA
1596
Granite Harbor Advisors
Texas
$538K
DWM
1597
Denver Wealth Management
Colorado
$538K
AFS
1598
Access Financial Services
Minnesota
$538K
BAM
1599
Berkshire Asset Management
Pennsylvania
$538K
RSA
1600
River Street Advisors
Illinois
$537K