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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
BFIC
1701
Bedell Frazier Investment Counselling
California
$442K
PWM
1702
Palumbo Wealth Management
New York
$442K
SWM
1703
Selective Wealth Management
Virginia
$442K
GI
1704
Gradient Investments
Minnesota
$440K
CFG
1705
Certior Financial Group
Pennsylvania
$439K
LCWP
1706
Legacy Capital Wealth Partners
Arkansas
$439K
APG
1707
Abacus Planning Group
South Carolina
$439K
CWM
1708
Cahaba Wealth Management
Georgia
$437K
FPW
1709
Flagship Private Wealth
Massachusetts
$437K
JJBC
1710
James J. Burns & Company
New York
$437K
SMG
1711
Smart Money Group
Texas
$435K
CSIC
1712
Clifford Swan Investment Counsel
California
$432K
FWM
1713
Finer Wealth Management
Massachusetts
$432K
GFWA
1714
Grey Fox Wealth Advisors
Delaware
$429K
TWP
1715
Triad Wealth Partners
Kansas
$428K
OCM
1716
Orleans Capital Management
Louisiana
$428K
CWA
1717
Continuum Wealth Advisors
New York
$428K
IFA
1718
Index Fund Advisors
California
$425K
DI
1719
Disciplined Investments
Oklahoma
$424K
OWA
1720
Outlook Wealth Advisors
Texas
$424K
WW
1721
Waterfront Wealth
Kansas
$423K
HW
1722
Hancock Whitney
Mississippi
$423K
OSNBOA
1723
Old Second National Bank of Aurora
Illinois
$422K
HA
1724
Herold Advisors
New York
$421K
RIM
1725
Redwood Investment Management
Arizona
$419K