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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
VCP
1801
Vista Capital Partners
Oregon
$374K
GRA
1802
Golden Road Advisors
Florida
$374K
CWMP
1803
Clarion Wealth Managment Partners
Virginia
$373K
SFG
1804
Shum Financial Group
California
$373K
GFG
1805
Grantvest Financial Group
New Jersey
$370K
LAMNM
1806
Longview Asset Management (New Mexico)
New Mexico
$369K
PWG
1807
Private Wealth Group
Florida
$369K
NFSG
1808
Newbridge Financial Services Group
Florida
$369K
EC
1809
Eaton-Cambridge
Arizona
$368K
FNC
1810
First National Corp
Massachusetts
$368K
WCM
1811
Whitener Capital Management
North Carolina
$368K
TIM
1812
Tortoise Investment Management
New York
$367K
RPWA
1813
Regent Peak Wealth Advisors
Georgia
$365K
SAM
1814
Summit Asset Management
Tennessee
$364K
KWM
1815
KW Wealth Management
California
$364K
SIM
1816
Seaview Investment Managers
Florida
$364K
SM
1817
Sensible Money
Arizona
$360K
QFA
1818
Quantum Financial Advisors
California
$360K
AWM
1819
Abound Wealth Management
Tennessee
$360K
WF
1820
WinCap Financial
Massachusetts
$359K
WBC
1821
West Branch Capital
Massachusetts
$359K
BFF
1822
Byrne Financial Freedom
Massachusetts
$359K
RF
1823
RHS Financial
California
$359K
LIA
1824
Lynx Investment Advisory
District of Columbia
$358K
SFG
1825
Sather Financial Group
Texas
$356K