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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
DFS
1851
Dixon Fnancial Services
California
$345K
LC
1852
Landaas & Company
Wisconsin
$345K
PA
1853
Procyon Advisors
Connecticut
$343K
MIC
1854
Means Investment Company
Maine
$343K
CJ
1855
Caitlin John
Michigan
$343K
OC
1856
Oakworth Capital
Alabama
$341K
SAM
1857
Seelaus Asset Management
New Jersey
$340K
HW
1858
Hamilton Wealth
California
$340K
BWL
1859
Bogart Wealth LLC
Virginia
$340K
LA
1860
Lakeside Advisors
Washington
$339K
FPCP
1861
Fort Point Capital Partners
California
$339K
WMA
1862
Wealth Management Associates
New Jersey
$338K
TCM
1863
TruNorth Capital Management
Michigan
$338K
JFGLC
1864
Johnson Financial Group LLC (Colorado)
Colorado
$338K
WFS
1865
Weitzel Financial Services
Iowa
$336K
HBT
1866
Hills Bank & Trust
Iowa
$336K
FTC
1867
Farmers Trust Company
Ohio
$334K
MSG
1868
Main Street Group
Virginia
$333K
IFPG
1869
Intrepid Financial Planning Group
Indiana
$332K
EWM
1870
Evolution Wealth Management
Florida
$332K
MWA
1871
Midland Wealth Advisors
Illinois
$331K
AT
1872
Avalon Trust
New Mexico
$331K
SWM
1873
Stockman Wealth Management
Montana
$331K
PWM
1874
Provident Wealth Management
Tennessee
$331K
LBC
1875
Leigh Baldwin & Co
New York
$330K