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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
FWM
1651
Fingerlakes Wealth Management
New York
$490K
PL
1652
Plancorp LLC
Missouri
$488K
OA
1653
Operose Advisors
Wisconsin
$488K
CCMG
1654
Clark Capital Management Group
Pennsylvania
$484K
PPA
1655
Painted Porch Advisors
California
$484K
AMCA
1656
Arthur M. Cohen & Associates
Illinois
$482K
M
1657
MYeCFO
California
$482K
PCTC
1658
Perkins Coie Trust Company
Washington
$481K
MWA
1659
MN Wealth Advisors
Kansas
$479K
RE
1660
Rydar Equities
Texas
$479K
PAS
1661
PKS Advisory Services
New York
$478K
MCA
1662
Magnolia Capital Advisors
Mississippi
$477K
LA
1663
Legacy Advisors
Pennsylvania
$477K
RAG
1664
RIA Advisory Group
Iowa
$476K
BF
1665
Blankinship & Foster
California
$476K
EW
1666
Elyxium Wealth
California
$475K
HSWS
1667
Higgins & Schmidt Wealth Strategies
Colorado
$474K
FWTB
1668
First Western Trust Bank
Colorado
$472K
LWM
1669
Liberty Wealth Management
California
$471K
PFP
1670
Paragon Financial Partners
California
$470K
I
1671
InvesTrust
Oklahoma
$467K
NRC
1672
New Republic Capital
North Carolina
$466K
CCM
1673
Chaney Capital Management
Washington
$465K
VAM
1674
Virtue Asset Management
Illinois
$465K
NL
1675
NVWM LLC
Pennsylvania
$464K