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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
FBT
1701
First Bank & Trust
South Dakota
$446K
TC
1702
Trust Company
Kansas
$445K
SDWMA
1703
Schneider Downs Wealth Management Advisors
Pennsylvania
$445K
APA
1704
Astoria Portfolio Advisors
New York
$443K
SFP
1705
Shepherd Financial Partners
Massachusetts
$443K
DI
1706
Disciplined Investors
Texas
$443K
NCM
1707
NCM Capital Management
New Jersey
$443K
DA
1708
Doliver Advisors
Texas
$442K
BFIC
1709
Bedell Frazier Investment Counselling
California
$442K
PWM
1710
Palumbo Wealth Management
New York
$442K
SWM
1711
Selective Wealth Management
Virginia
$442K
GI
1712
Gradient Investments
Minnesota
$440K
CFG
1713
Certior Financial Group
Pennsylvania
$439K
LCWP
1714
Legacy Capital Wealth Partners
Arkansas
$439K
APG
1715
Abacus Planning Group
South Carolina
$439K
CWM
1716
Cahaba Wealth Management
Georgia
$437K
FPW
1717
Flagship Private Wealth
Massachusetts
$437K
JJBC
1718
James J. Burns & Company
New York
$437K
SMG
1719
Smart Money Group
Texas
$435K
CSIC
1720
Clifford Swan Investment Counsel
California
$432K
FWM
1721
Finer Wealth Management
Massachusetts
$432K
GFWA
1722
Grey Fox Wealth Advisors
Delaware
$429K
TWP
1723
Triad Wealth Partners
Kansas
$428K
OCM
1724
Orleans Capital Management
Louisiana
$428K
CWA
1725
Continuum Wealth Advisors
New York
$428K