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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
SFG
1751
Sage Financial Group
Pennsylvania
$406K
BAM
1752
BTS Asset Management
Massachusetts
$405K
CAG
1753
Curtis Advisory Group
California
$405K
IAMOG
1754
Investors Asset Management of Georgia
Georgia
$403K
CIA
1755
Cape Investment Advisory
Georgia
$402K
AIM
1756
Acropolis Investment Management
Missouri
$402K
BPFA
1757
Barnes Pettey Financial Advisors
Mississippi
$400K
WMP
1758
Wealth Management Partners
Arizona
$400K
WAM
1759
Wilsey Asset Management
California
$398K
EF
1760
Elite Financial
Idaho
$398K
WPC
1761
White Pine Capital
Minnesota
$397K
CGFA
1762
Colton Groome Financial Advisors
North Carolina
$397K
CWA
1763
Cura Wealth Advisors
Illinois
$397K
KFG
1764
Kropog Financial Group
Louisiana
$397K
AWM
1765
Ariadne Wealth Management
California
$397K
PCM
1766
Pennsylvania Capital Management
Pennsylvania
$396K
LCM
1767
Liberty Capital Management
Michigan
$396K
CQWA
1768
Chokshi & Queen Wealth Advisors
California
$395K
WA
1769
Westfuller Advisors
New York
$395K
WCAMG
1770
Woodard & Company Asset Management Group
North Carolina
$394K
JWM
1771
Jupiter Wealth Management
Colorado
$393K
SWM
1772
SilverOak Wealth Management
Minnesota
$391K
EA
1773
Ellsworth Advisors
Ohio
$391K
LWM
1774
Lyell Wealth Management
California
$391K
ML
1775
Mayport LLC
Massachusetts
$390K