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Vanguard Dividend Appreciation ETF

2,304 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, 909 increasing their positions, 843 reducing their positions, and 55 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 in top 10

Funds holding in top 10:

1% more funds holding

Funds holding: 2,2792,304 (+25)

8% more repeat investments, than reductions

Existing positions increased: 909 | Existing positions reduced: 843

0.08% less ownership

Funds ownership: 46.11%46.03% (-0.08%)

Holders
2,304
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
247
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
SAM
1601
Sequent Asset Management
Texas
$529K
IWS
1602
Insight Wealth Strategies
California
$527K
OBGC
1603
O'Brien Greene & Co
Pennsylvania
$527K
AOWM
1604
Alpha Omega Wealth Management
Virginia
$526K
PCA
1605
Prosperity Capital Advisors
Ohio
$525K
NC
1606
North Capital
Utah
$523K
ABLA
1607
Alan B. Lancz & Associates
Ohio
$522K
AGP
1608
Aspire Growth Partners
Florida
$521K
HIC
1609
Holderness Investments Company
North Carolina
$520K
DPI
1610
Diversified Portfolios Inc
Michigan
$520K
IWM
1611
IMG Wealth Management
Florida
$517K
VPP
1612
Vertex Planning Partners
Illinois
$517K
PWP
1613
Phillips Wealth Planners
Mississippi
$517K
CG
1614
Clarus Group
Texas
$516K
BIG
1615
Brooklyn Investment Group
New York
$515K
CF
1616
Clarity Financial
Texas
$515K
GF
1617
Gimbal Financial
Indiana
$514K
CIA
1618
CCM Investment Advisers
South Carolina
$514K
GWP
1619
Gen-Wealth Partners
Michigan
$513K
QWM
1620
Quadcap Wealth Management
Texas
$511K
Luther King Capital Management (LKCM)
1621
Luther King Capital Management (LKCM)
Texas
$510K
1W
1622
1776 Wealth
Georgia
$509K
AR
1623
Apeiron RIA
Texas
$509K
FAIM
1624
Financial Advocates Investment Management
Washington
$507K
PWA
1625
Physician Wealth Advisors
Utah
$506K