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Vanguard Dividend Appreciation ETF

2,285 hedge funds and large institutions have $44.7B invested in Vanguard Dividend Appreciation ETF in 2025 Q3 according to their latest regulatory filings, with 134 funds opening new positions, 904 increasing their positions, 836 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,285
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
245
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
IWM
1601
IMG Wealth Management
Florida
$517K
VPP
1602
Vertex Planning Partners
Illinois
$517K
PWP
1603
Phillips Wealth Planners
Mississippi
$517K
CG
1604
Clarus Group
Texas
$516K
BIG
1605
Brooklyn Investment Group
New York
$515K
CF
1606
Clarity Financial
Texas
$515K
GF
1607
Gimbal Financial
Indiana
$514K
CIA
1608
CCM Investment Advisers
South Carolina
$514K
GWP
1609
Gen-Wealth Partners
Michigan
$513K
QWM
1610
Quadcap Wealth Management
Texas
$511K
Luther King Capital Management (LKCM)
1611
Luther King Capital Management (LKCM)
Texas
$510K
1W
1612
1776 Wealth
Georgia
$509K
AR
1613
Apeiron RIA
Texas
$509K
FAIM
1614
Financial Advocates Investment Management
Washington
$507K
PWA
1615
Physician Wealth Advisors
Utah
$506K
LWP
1616
LMG Wealth Partners
Louisiana
$506K
WAM
1617
Walker Asset Management
Missouri
$505K
MCM
1618
Manchester Capital Management
Vermont
$505K
LIWM
1619
Long Island Wealth Management
New York
$505K
SAM
1620
S.A. Mason
Michigan
$505K
LKBC
1621
L.K. Benson & Company
Maryland
$504K
SWA
1622
Sightline Wealth Advisors
Connecticut
$503K
MWM
1623
Manske Wealth Management
Texas
$503K
Chevy Chase Trust
1624
Chevy Chase Trust
Maryland
$502K
M1FG
1625
Mach-1 Financial Group
Arkansas
$499K