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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
NEWAS
1576
N.E.W. Advisory Services
Wisconsin
$675K +$874 +4 +0.1%
EPW
1577
Endeavor Private Wealth
Kansas
$674K +$70.8K +324 +12%
PSF
1578
Pacific Sun Financial
California
$672K -$4.37K -20 -0.7%
EP
1579
Essential Planning
New Hampshire
$671K +$437 +2 +0.1%
EIP
1580
Ellis Investment Partners
Pennsylvania
$667K -$30.4K -139 -4%
SIAS
1581
Summit Investment Advisory Services
Minnesota
$666K +$55.7K +255 +9%
YIA
1582
YHB Investment Advisors
Connecticut
$664K -$13.1K -60 -2%
BWA
1583
BCU Wealth Advisors
Illinois
$664K +$3.71K +17 +0.6%
OL
1584
Optas LLC
Texas
$663K +$31.2K +143 +5%
HFO
1585
Heritage Family Offices
Arizona
$661K
DF
1586
Dunhill Financial
United Kingdom
$661K -$62.5K -286 -9%
NFA
1587
Northwest Financial Advisors
Virginia
$660K -$3.96M -18,136 -86%
MCA
1588
Maryland Capital Advisors
Maryland
$660K
AMM
1589
American Money Management
California
$660K -$27.1K -124 -4%
AWMG
1590
Alliance Wealth Management Group
New Jersey
$659K
TCM
1591
Towercrest Capital Management
Pennsylvania
$659K
AWM
1592
Able Wealth Management
New Jersey
$658K +$351K +1,607 +116%
GFP
1593
Gryphon Financial Partners
Ohio
$658K +$388K +1,774 +146%
Federated Hermes
1594
Federated Hermes
Pennsylvania
$657K +$653K +2,988 New
CB
1595
Cadence Bank
Mississippi
$656K -$44.4K -203 -6%
SF
1596
Seek First
California
$653K +$6.99K +32 +1%
AGP
1597
Autumn Glory Partners
Texas
$651K +$23.6K +108 +4%
RFA
1598
Rollins Financial Advisors
New York
$650K
VIM
1599
Vista Investment Management
Pennsylvania
$649K -$15.7K -72 -2%
DFP
1600
Donalies Financial Planning
District of Columbia
$649K +$645K +2,954 New