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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
AV
1876
Aspiring Ventures
Ohio
$330K
ACA
1877
Aspire Capital Advisors
Washington
$330K
BWP
1878
Bernardo Wealth Planning
Pennsylvania
$329K
WA
1879
WP Advisors
California
$329K
FCM
1880
Fourpath Capital Management
Oklahoma
$329K
CFS
1881
Commonwealth Financial Services
West Virginia
$329K
AC
1882
Asio Capital
Kentucky
$328K
BFG
1883
Bouchey Financial Group
New York
$328K
IIM
1884
Ipswich Investment Management
Massachusetts
$328K
FFA
1885
Fragasso Financial Advisors
Pennsylvania
$328K
ISFAN
1886
Investor's Fiduciary Advisor Network
Washington
$327K
SCA
1887
Stonebridge Capital Advisors
Minnesota
$326K
TCBWMS
1888
Texas Capital Bank Wealth Management Services
Texas
$326K
BP
1889
BBR Partners
New York
$324K
BCFS
1890
Butensky & Cohen Financial Security
Florida
$324K
CWG
1891
Cornerstone Wealth Group
North Carolina
$323K
MPAM
1892
Murphy Pohlad Asset Management
Minnesota
$323K
OPTFSNA
1893
Old Point Trust & Financial Services N A
Virginia
$323K
GF
1894
GGM Financials
Ohio
$323K
RA
1895
Riversedge Advisors
Delaware
$322K
CPP
1896
Capasso Planning Partners
South Carolina
$322K
DFA
1897
Davies Financial Advisors
California
$322K
ATC
1898
Adirondack Trust Company
New York
$322K
EL
1899
EWA LLC
Pennsylvania
$321K
WWM
1900
Woodside Wealth Management
Massachusetts
$320K