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Vanguard Dividend Appreciation ETF

2,290 hedge funds and large institutions have $44.8B invested in Vanguard Dividend Appreciation ETF in 2025 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 907 increasing their positions, 837 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,290
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
245
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
PWMG
1776
Pioneer Wealth Management Group
Texas
$378K
DA
1777
Dover Advisors
Virginia
$377K
CAM
1778
Costello Asset Management
Pennsylvania
$377K
LWM
1779
LJI Wealth Management
Indiana
$376K
DFG
1780
Demars Financial Group
Washington
$376K
TFA
1781
Trinity Financial Advisors
Ohio
$375K
GF
1782
Gries Financial
Ohio
$375K
TFP
1783
Tilia Fiduciary Partners
North Carolina
$374K
VCP
1784
Vista Capital Partners
Oregon
$374K
GRA
1785
Golden Road Advisors
Florida
$374K
CWMP
1786
Clarion Wealth Managment Partners
Virginia
$373K
SFG
1787
Shum Financial Group
California
$373K
GFG
1788
Grantvest Financial Group
New Jersey
$370K
LAMNM
1789
Longview Asset Management (New Mexico)
New Mexico
$369K
PWG
1790
Private Wealth Group
Florida
$369K
NFSG
1791
Newbridge Financial Services Group
Florida
$369K
EC
1792
Eaton-Cambridge
Arizona
$368K
FNC
1793
First National Corp
Massachusetts
$368K
WCM
1794
Whitener Capital Management
North Carolina
$368K
TIM
1795
Tortoise Investment Management
New York
$367K
RPWA
1796
Regent Peak Wealth Advisors
Georgia
$365K
SAM
1797
Summit Asset Management
Tennessee
$364K
KWM
1798
KW Wealth Management
California
$364K
SIM
1799
Seaview Investment Managers
Florida
$364K
SM
1800
Sensible Money
Arizona
$360K