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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
BFA
1701
Beaumont Financial Advisors
Massachusetts
$551K -$2.19K -10 -0.4%
RW
1702
Regimen Wealth
Georgia
$551K +$4.37K +20 +0.8%
LBWM
1703
Left Brain Wealth Management
Illinois
$549K +$545K +2,496 New
BM
1704
Berman McAleer
Maryland
$548K
S
1705
Sachetta
Massachusetts
$548K -$1.05M -4,785 -66%
SFG
1706
SageGuard Financial Group
Tennessee
$547K +$544K +2,490 New
AFG
1707
ABLE Financial Group
Arizona
$547K
QCG
1708
Quadrant Capital Group
Ohio
$546K +$122K +557 +29%
WW
1709
Wright Wealth
Georgia
$544K +$541K +2,476 New
OAM
1710
Oak Asset Management
California
$543K +$218 +1 +0%
CTWM
1711
Cherry Tree Wealth Management
Minnesota
$543K
EL
1712
EWA LLC
Pennsylvania
$543K +$214K +981 +66%
RSA
1713
River Street Advisors
Illinois
$542K -$5.46K -25 -1%
OBGC
1714
O'Brien Greene & Co
Pennsylvania
$541K +$4.15K +19 +0.8%
SAM
1715
Sequent Asset Management
Texas
$539K
ABWM
1716
Alpine Bank Wealth Management
Colorado
$537K +$412K +1,886 +339%
IWS
1717
Insight Wealth Strategies
California
$537K -$218 -1 -0%
AOWM
1718
Alpha Omega Wealth Management
Virginia
$536K +$655 +3 +0.1%
WFA
1719
Wells Financial Advisors
Massachusetts
$535K -$565K -2,586 -52%
AR
1720
Apeiron RIA
Texas
$535K +$437 +2 +0.1%
NC
1721
North Capital
Utah
$533K -$218 -1 -0%
DAS
1722
Daybright Advisory Services
Florida
$533K +$529K +2,423 New
AGP
1723
Aspire Growth Partners
Florida
$532K +$1.09K +5 +0.2%
FWM
1724
Focused Wealth Management
New York
$530K -$232K -1,064 -31%
GWP
1725
Gen-Wealth Partners
Michigan
$530K +$7.43K +34 +1%