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Vanguard Dividend Appreciation ETF

2,484 hedge funds and large institutions have $48B invested in Vanguard Dividend Appreciation ETF in 2025 Q4 according to their latest regulatory filings, with 288 funds opening new positions, 1,023 increasing their positions, 815 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,484
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
267
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$100M
Puts
$11.1M
Net Calls
Net Calls Change

Top Sellers

1 -$145M
2 -$120M
3 -$58.2M
4
Two Sigma Investments
Two Sigma Investments
New York
-$24.3M
5
MC
McCarthy & Cox
Ohio
-$21.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
1701
Tortoise Investment Management
New York
$528K
PWM
1702
Paulson Wealth Management
Illinois
$527K
CG
1703
Clarus Group
Texas
$525K
LA
1704
Lakeside Advisors
Washington
$525K
PWP
1705
Phillips Wealth Planners
Mississippi
$524K
AWM
1706
Alterna Wealth Management
Texas
$524K
EWM
1707
Elevatus Welath Management
New York
$522K
MPI
1708
Mairs & Power Inc
Minnesota
$522K
RTL
1709
Red Tortoise LLC
Georgia
$520K
QWM
1710
Quadcap Wealth Management
Texas
$520K
IWB
1711
Innovative Wealth Building
Maryland
$520K
Luther King Capital Management (LKCM)
1712
Luther King Capital Management (LKCM)
Texas
$520K
MSR
1713
Main Street Research
Connecticut
$519K
PWA
1714
Physician Wealth Advisors
Utah
$518K
SWA
1715
Sightline Wealth Advisors
Connecticut
$516K
LWP
1716
LMG Wealth Partners
Louisiana
$515K
WAM
1717
Walker Asset Management
Missouri
$515K
LIWM
1718
Long Island Wealth Management
New York
$514K
SAM
1719
S.A. Mason
Michigan
$514K
Chevy Chase Trust
1720
Chevy Chase Trust
Maryland
$511K
SOAMC
1721
Spirit of America Management Corp
New York
$511K
TI
1722
tru Independence
Oregon
$511K
MCM
1723
Mengis Capital Management
Oregon
$510K
LEA
1724
Legacy Edge Advisors
New York
$510K
PE
1725
PCM Encore
Colorado
$509K