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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
AFG
1601
ABLE Financial Group
Arizona
$537K
HPIA
1602
Hamilton Point Investment Advisors
North Carolina
$536K
RW
1603
Regimen Wealth
Georgia
$536K
PIM
1604
Penobscot Investment Management
Massachusetts
$535K
OAM
1605
Oak Asset Management
California
$534K
CTWM
1606
Cherry Tree Wealth Management
Minnesota
$533K
SAW
1607
Signal Advisors Wealth
Michigan
$533K
DIA
1608
Dana Investment Advisors
Wisconsin
$531K
SAM
1609
Sequent Asset Management
Texas
$529K
IWS
1610
Insight Wealth Strategies
California
$527K
OBGC
1611
O'Brien Greene & Co
Pennsylvania
$527K
AOWM
1612
Alpha Omega Wealth Management
Virginia
$526K
PCA
1613
Prosperity Capital Advisors
Ohio
$525K
NC
1614
North Capital
Utah
$523K
ABLA
1615
Alan B. Lancz & Associates
Ohio
$522K
AGP
1616
Aspire Growth Partners
Florida
$521K
HIC
1617
Holderness Investments Company
North Carolina
$520K
DPI
1618
Diversified Portfolios Inc
Michigan
$520K
IWM
1619
IMG Wealth Management
Florida
$517K
VPP
1620
Vertex Planning Partners
Illinois
$517K
PWP
1621
Phillips Wealth Planners
Mississippi
$517K
CG
1622
Clarus Group
Texas
$516K
BIG
1623
Brooklyn Investment Group
New York
$515K
CF
1624
Clarity Financial
Texas
$515K
GF
1625
Gimbal Financial
Indiana
$514K