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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
MSG
1851
Main Street Group
Virginia
$333K
IFPG
1852
Intrepid Financial Planning Group
Indiana
$332K
EWM
1853
Evolution Wealth Management
Florida
$332K
MWA
1854
Midland Wealth Advisors
Illinois
$331K
AT
1855
Avalon Trust
New Mexico
$331K
SWM
1856
Stockman Wealth Management
Montana
$331K
PWM
1857
Provident Wealth Management
Tennessee
$331K
LBC
1858
Leigh Baldwin & Co
New York
$330K
AV
1859
Aspiring Ventures
Ohio
$330K
ACA
1860
Aspire Capital Advisors
Washington
$330K
BWP
1861
Bernardo Wealth Planning
Pennsylvania
$329K
WA
1862
WP Advisors
California
$329K
FCM
1863
Fourpath Capital Management
Oklahoma
$329K
CFS
1864
Commonwealth Financial Services
West Virginia
$329K
AC
1865
Asio Capital
Kentucky
$328K
BFG
1866
Bouchey Financial Group
New York
$328K
IIM
1867
Ipswich Investment Management
Massachusetts
$328K
FFA
1868
Fragasso Financial Advisors
Pennsylvania
$328K
ISFAN
1869
Investor's Fiduciary Advisor Network
Washington
$327K
SCA
1870
Stonebridge Capital Advisors
Minnesota
$326K
TCBWMS
1871
Texas Capital Bank Wealth Management Services
Texas
$326K
BP
1872
BBR Partners
New York
$324K
BCFS
1873
Butensky & Cohen Financial Security
Florida
$324K
CWG
1874
Cornerstone Wealth Group
North Carolina
$323K
MPAM
1875
Murphy Pohlad Asset Management
Minnesota
$323K