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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
JHCP
1601
Jackson Hole Capital Partners
Oklahoma
$647K +$437 +2 +0.1%
HTI
1602
Hikari Tsushin Inc
Japan
$647K
LFA
1603
Lauterbach Financial Advisors
Texas
$646K
BWP
1604
BSW Wealth Partners
Colorado
$646K -$83.7K -383 -12%
CF
1605
Clarity Financial
Texas
$646K +$120K +550 +23%
MIM
1606
Macroview Investment Management
Maryland
$645K +$3.71K +17 +0.6%
CPSAC
1607
Chas P. Smith & Associates (CPS)
Florida
$644K +$640K +2,930 New
CCM
1608
CFO Capital Management
Connecticut
$643K +$639K +2,926 New
AWAG
1609
ARS Wealth Advisors Group
Florida
$643K +$2.19K +10 +0.3%
TCOO
1610
Trust Company of Oklahoma
Oklahoma
$640K +$19K +87 +3%
CGPCS
1611
Capital Group Private Client Services
California
$640K -$25.1K -115 -4%
BIM
1612
Baldwin Investment Management
Pennsylvania
$637K +$2.84K +13 +0.5%
SLC
1613
Second Line Capital
Louisiana
$637K +$5.68K +26 +0.9%
IWA
1614
Icon Wealth Advisors
Texas
$637K -$101K -461 -14%
SFP
1615
Sterling Financial Planning
New Jersey
$634K -$16.8K -77 -3%
HAIM
1616
Hunter Associates Investment Management
Pennsylvania
$634K
PWM
1617
Praetorian Wealth Management
California
$633K
DIA
1618
Dana Investment Advisors
Wisconsin
$632K +$90.5K +414 +17%
JCFM
1619
JBR Co Financial Management
Oklahoma
$630K
CNC
1620
Citizens & Northern Corp
Pennsylvania
$630K -$248K -1,135 -28%
B
1621
Bensler
Washington
$629K
CF
1622
Convergence Financial
Missouri
$628K -$437 -2 -0.1%
SPF
1623
South Plains Financial
Texas
$628K
CI
1624
CX Institutional
Indiana
$623K -$258K -1,179 -29%
BIG
1625
Brookwood Investment Group
Arizona
$623K -$38.5K -176 -6%