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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
CCM
1676
Condor Capital Management
New Jersey
$573K
RBC
1677
Roble Belko & Company
Pennsylvania
$572K +$376K +1,721 +196%
GI
1678
Gradient Investments
Minnesota
$571K +$122K +558 +27%
MWP
1679
Meridian Wealth Partners
Pennsylvania
$571K +$114K +522 +25%
CWP
1680
Cyndeo Wealth Partners
Florida
$570K +$218 +1 +0%
GI
1681
GAMMA Investing
California
$570K -$142K -648 -20%
BI
1682
Beckerman Institutional
New Jersey
$570K
CWA
1683
Capital Wealth Alliance
Arizona
$569K -$88.9K -407 -14%
BFS
1684
Beacon Financial Strategies
North Carolina
$564K +$1.31K +6 +0.2%
TWM
1685
Tanager Wealth Management
United Kingdom
$563K -$49.6K -227 -8%
MWM
1686
MBE Wealth Management
Wisconsin
$563K -$11.4K -52 -2%
CAM
1687
Covenant Asset Management
New Jersey
$562K -$20.5K -94 -4%
FWM
1688
ForthRight Wealth Management
Georgia
$561K +$437 +2 +0.1%
SGFG
1689
Silver Grove Financial Group
New York
$561K +$1.31K +6 +0.2%
HCA
1690
Heck Capital Advisors
Wisconsin
$560K
SEI Investments
1691
SEI Investments
Pennsylvania
$557K +$554K +2,535 New
HIC
1692
Holderness Investments Company
North Carolina
$557K +$27.1K +124 +5%
CFS
1693
Cannon Financial Strategists
Georgia
$557K +$1.31K +6 +0.2%
FFA
1694
First Foundation Advisors
California
$556K -$19.2K -88 -3%
GHA
1695
Granite Harbor Advisors
Texas
$554K +$6.12K +28 +1%
LA
1696
Legacy Advisors
Pennsylvania
$554K +$69.9K +320 +15%
DWM
1697
Darwin Wealth Management
Florida
$553K -$655 -3 -0.1%
BCG
1698
Breakwater Capital Group
New Jersey
$553K -$218 -1 -0%
RCI
1699
RS Crum Inc
California
$552K
NLWP
1700
Next Level Wealth Planning
Idaho
$552K -$23.8K -109 -4%