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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
TFA
1776
Teamwork Financial Advisors
Texas
$388K
BC
1777
Barnett & Company
Tennessee
$388K
CRI
1778
Commonwealth Retirement Investments
Virginia
$385K
DAS
1779
Diversify Advisory Services
Utah
$385K
HAS
1780
Holland Advisory Services
Florida
$384K
IAP
1781
Indie Asset Partners
Indiana
$383K
HAP
1782
Harbor Asset Planning
Massachusetts
$383K
WIA
1783
Wealthedge Investment Advisors
New York
$382K
LWM
1784
Level Wealth Management
North Carolina
$382K
VW
1785
Veridan Wealth
Oregon
$381K
NA
1786
Navellier & Associates
Nevada
$381K
FG
1787
Fairman Group
Pennsylvania
$381K
CPSC
1788
Carl P. Sherr & Co
Massachusetts
$380K
SPWG
1789
Syntegra Private Wealth Group
Missouri
$379K
SSWM
1790
Strait & Sound Wealth Management
California
$379K
GAM
1791
Grandview Asset Management
Pennsylvania
$379K
CIG
1792
Cairn Investment Group
Washington
$378K
PWMG
1793
Pioneer Wealth Management Group
Texas
$378K
DA
1794
Dover Advisors
Virginia
$377K
CAM
1795
Costello Asset Management
Pennsylvania
$377K
LWM
1796
LJI Wealth Management
Indiana
$376K
DFG
1797
Demars Financial Group
Washington
$376K
TFA
1798
Trinity Financial Advisors
Ohio
$375K
GF
1799
Gries Financial
Ohio
$375K
TFP
1800
Tilia Fiduciary Partners
North Carolina
$374K