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Vanguard Dividend Appreciation ETF

2,290 hedge funds and large institutions have $44.8B invested in Vanguard Dividend Appreciation ETF in 2025 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 907 increasing their positions, 837 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,290
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
ABLA
1601
Alan B. Lancz & Associates
Ohio
$522K
AGP
1602
Aspire Growth Partners
Florida
$521K
HIC
1603
Holderness Investments Company
North Carolina
$520K
DPI
1604
Diversified Portfolios Inc
Michigan
$520K
IWM
1605
IMG Wealth Management
Florida
$517K
VPP
1606
Vertex Planning Partners
Illinois
$517K
PWP
1607
Phillips Wealth Planners
Mississippi
$517K
CG
1608
Clarus Group
Texas
$516K
BIG
1609
Brooklyn Investment Group
New York
$515K
CF
1610
Clarity Financial
Texas
$515K
GF
1611
Gimbal Financial
Indiana
$514K
CIA
1612
CCM Investment Advisers
South Carolina
$514K
GWP
1613
Gen-Wealth Partners
Michigan
$513K
QWM
1614
Quadcap Wealth Management
Texas
$511K
Luther King Capital Management (LKCM)
1615
Luther King Capital Management (LKCM)
Texas
$510K
1W
1616
1776 Wealth
Georgia
$509K
AR
1617
Apeiron RIA
Texas
$509K
FAIM
1618
Financial Advocates Investment Management
Washington
$507K
PWA
1619
Physician Wealth Advisors
Utah
$506K
LWP
1620
LMG Wealth Partners
Louisiana
$506K
WAM
1621
Walker Asset Management
Missouri
$505K
MCM
1622
Manchester Capital Management
Vermont
$505K
LIWM
1623
Long Island Wealth Management
New York
$505K
SAM
1624
S.A. Mason
Michigan
$505K
LKBC
1625
L.K. Benson & Company
Maryland
$504K