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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
OWA
1676
Octavia Wealth Advisors
Ohio
$461K
AFW
1677
Atlantic Family Wealth
Florida
$457K
JWM
1678
Jeppson Wealth Management
California
$455K
CCA
1679
Cobblestone Capital Advisors
New York
$454K
SEP
1680
Southland Equity Partners
Missouri
$453K
HWMO
1681
Heritage Wealth Management (Ohio)
Ohio
$453K
OFG
1682
Omega Financial Group
California
$452K
NA
1683
Nestegg Advisors
New York
$451K
NWA
1684
New World Advisors
Massachusetts
$451K
AT
1685
American Trust
Kentucky
$449K
MWP
1686
Meridian Wealth Partners
Pennsylvania
$448K
DTC
1687
Davidson Trust Company
Washington
$447K
PPW
1688
Presilium Private Wealth
Pennsylvania
$447K
GHAM
1689
Gilman Hill Asset Management
Connecticut
$447K
TAFW
1690
Tred Avon Family Wealth
Maryland
$447K
CRWM
1691
Castle Rock Wealth Management
California
$446K
CCA
1692
Clarity Capital Advisors
Florida
$446K
FBT
1693
First Bank & Trust
South Dakota
$446K
TC
1694
Trust Company
Kansas
$445K
SDWMA
1695
Schneider Downs Wealth Management Advisors
Pennsylvania
$445K
APA
1696
Astoria Portfolio Advisors
New York
$443K
SFP
1697
Shepherd Financial Partners
Massachusetts
$443K
DI
1698
Disciplined Investors
Texas
$443K
NCM
1699
NCM Capital Management
New Jersey
$443K
DA
1700
Doliver Advisors
Texas
$442K