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Vanguard Dividend Appreciation ETF

2,453 hedge funds and large institutions have $47.6B invested in Vanguard Dividend Appreciation ETF in 2025 Q4 according to their latest regulatory filings, with 270 funds opening new positions, 1,019 increasing their positions, 807 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,453
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
265
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 Buyers

1 +$753M
2 +$62.7M
3 +$62.1M
4
Raymond James Financial
Raymond James Financial
Florida
+$57.5M
5
Morgan Stanley
Morgan Stanley
New York
+$54.1M

Top Sellers

1 -$145M
2 -$120M
3 -$58.2M
4
Corient Private Wealth
Corient Private Wealth
Florida
-$45.5M
5
Two Sigma Investments
Two Sigma Investments
New York
-$24.3M
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
1751
Jeppson Wealth Management
California
$463K
SEP
1752
Southland Equity Partners
Missouri
$463K
CICC
1753
Capital Investment Counsel (Colorado)
Colorado
$463K
ICP
1754
Interchange Capital Partners
Pennsylvania
$462K
MW
1755
Marrick Wealth
California
$460K
HWP
1756
Hibernia Wealth Partners
Louisiana
$458K
DTC
1757
Davidson Trust Company
Washington
$455K
GHAM
1758
Gilman Hill Asset Management
Connecticut
$455K
HWMO
1759
Heritage Wealth Management (Ohio)
Ohio
$455K
CCA
1760
Clarity Capital Advisors
Florida
$454K
AWM
1761
Abound Wealth Management
Tennessee
$454K
APW
1762
Aurora Private Wealth
New Jersey
$454K
FBT
1763
First Bank & Trust
South Dakota
$454K
TC
1764
Trust Company
Kansas
$454K
PAS
1765
PKS Advisory Services
New York
$454K
DAC
1766
Dividend Assets Capital
South Carolina
$453K
SDWMA
1767
Schneider Downs Wealth Management Advisors
Pennsylvania
$453K
GWS
1768
Greykasell Wealth Strategies
California
$453K
PWM
1769
Palumbo Wealth Management
New York
$453K
LCWP
1770
Legacy Capital Wealth Partners
Arkansas
$453K
SFP
1771
Shepherd Financial Partners
Massachusetts
$452K
DWM
1772
Denver Wealth Management
Colorado
$452K
CCM
1773
Chaney Capital Management
Washington
$452K
NCM
1774
NCM Capital Management
New Jersey
$451K
DA
1775
Doliver Advisors
Texas
$451K