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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
NFP
1726
Narus Financial Partners
Utah
$427K
IFA
1727
Index Fund Advisors
California
$425K
DI
1728
Disciplined Investments
Oklahoma
$424K
OWA
1729
Outlook Wealth Advisors
Texas
$424K
WW
1730
Waterfront Wealth
Kansas
$423K
HW
1731
Hancock Whitney
Mississippi
$423K
OSNBOA
1732
Old Second National Bank of Aurora
Illinois
$422K
HA
1733
Herold Advisors
New York
$421K
RIM
1734
Redwood Investment Management
Arizona
$419K
IFPL
1735
Investments & Financial Planning LLC
Kentucky
$419K
WA
1736
Wealthstream Advisors
New York
$418K
SF
1737
Strategent Financial
Virginia
$418K
T. Rowe Price Associates
1738
T. Rowe Price Associates
Maryland
$417K
SIC
1739
Sterling Investment Counsel
New York
$417K
QCG
1740
Quadrant Capital Group
Ohio
$416K
HCMG
1741
Howard Capital Management Group
California
$416K
SP
1742
Symmetry Partners
Connecticut
$415K
FGWP
1743
Founders Grove Wealth Partners
Virginia
$415K
CPW
1744
Catalyst Private Wealth
California
$413K
BCM
1745
Brookmont Capital Management
Texas
$413K
CCC
1746
Compass Capital Corp
Massachusetts
$412K
BW
1747
BostonPremier Wealth
Massachusetts
$411K
FFP
1748
FourThought Financial Partners
Florida
$409K
SDAM
1749
Shulman DeMeo Asset Management
New York
$407K
PFA
1750
Portland Financial Advisors
New York
$407K