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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
BTWM
1826
Brass Tax Wealth Management
Ohio
$356K
MAM
1827
Milestone Asset Management
Pennsylvania
$354K
CD
1828
Chapin Davis
Maryland
$354K
LWA
1829
Lineweaver Wealth Advisors
Ohio
$354K
BNP Paribas Financial Markets
1830
BNP Paribas Financial Markets
France
$353K
CG
1831
CFO4Life Group
Texas
$353K
WN
1832
Williams & Novak
California
$353K
LWM
1833
Lodestone Wealth Management
Washington
$352K
WC
1834
Whitney & Co
New York
$352K
CWA
1835
Canvas Wealth Advisors
Kansas
$351K
GC
1836
GatePass Capital
Ohio
$351K
GP
1837
Greenline Partners
New York
$350K
HCM
1838
HMS Capital Management
Tennessee
$350K
LHWM
1839
Lake Hills Wealth Management
Texas
$350K
CPG
1840
Cornerstone Planning Group
New Jersey
$350K
PWM
1841
Paulson Wealth Management
Illinois
$350K
BFG
1842
Buttonwood Financial Group
Missouri
$349K
GWS
1843
Glassman Wealth Services
Virginia
$349K
SIM
1844
Stratos Investment Management
Ohio
$348K
FA
1845
Faithward Advisors
Pennsylvania
$348K
WCM
1846
Weaver Capital Management
Georgia
$347K
PPC
1847
Pennington Partners & Co
Maryland
$347K
IF
1848
Ironwood Financial
Arizona
$346K
Deutsche Bank
1849
Deutsche Bank
Germany
$346K
SWM
1850
SpringVest Wealth Management
Texas
$345K