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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
HCMT
1651
Highland Capital Management (Tennessee)
Tennessee
$599K -$236K -1,082 -28%
IAS
1652
Integrity Advisory Solutions
Texas
$598K +$89.6K +410 +18%
HFS
1653
Hantz Financial Services
Michigan
$598K -$1.75K -8 -0.3%
VWA
1654
VSM Wealth Advisory
Maryland
$595K +$655 +3 +0.1%
PIM
1655
Penobscot Investment Management
Massachusetts
$595K +$49.2K +225 +9%
BFC
1656
Bedel Financial Consulting
Indiana
$594K -$79.7K -365 -12%
CAP
1657
Columbia Advisory Partners
Washington
$594K -$14.4K -66 -2%
LCM
1658
Logan Capital Management
Pennsylvania
$593K
KAS
1659
KPP Advisory Services
Kentucky
$593K +$12K +55 +2%
PCM
1660
Pointe Capital Management
Michigan
$591K -$31.9K -146 -5%
HFS
1661
Hopwood Financial Services
Virginia
$588K -$17.5K -80 -3%
Barclays
1662
Barclays
United Kingdom
$587K -$977K -4,470 -63%
SSW
1663
Stone Summit Wealth
Florida
$587K -$7.65K -35 -1%
KPWG
1664
KFA Private Wealth Group
Virginia
$586K -$20.1K -92 -3%
BFP
1665
Beacon Financial Planning
Massachusetts
$585K
BBPWM
1666
Blue Bell Private Wealth Management
Pennsylvania
$584K -$44.4K -203 -7%
PWMG
1667
Prestige Wealth Management Group
New Jersey
$584K -$5.24K -24 -0.9%
TLA
1668
Tanglewood Legacy Advisors
Texas
$583K -$1.09K -5 -0.2%
CIA
1669
Caerus Investment Advisors
Texas
$582K +$290K +1,329 +101%
GPA
1670
Guidance Point Advisors
Massachusetts
$581K -$2.62K -12 -0.5%
PS
1671
Planned Solutions
California
$580K +$218 +1 +0%
SFG
1672
Strive Financial Group
Indiana
$578K +$574K +2,629 New
BPW
1673
BlueDoor Private Wealth
Massachusetts
$576K +$573K +2,623 New
UWP
1674
Uniting Wealth Partners
Kansas
$573K +$20.1K +92 +4%
CCA
1675
Carrera Capital Advisors
Michigan
$573K +$570K +2,607 New