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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
MG
1901
McHugh Group
Ohio
$313K
RIS
1902
Retirement Income Solutions
Michigan
$312K
GIM
1903
Goelzer Investment Management
Indiana
$312K
LI
1904
LifeWealth Investments
Florida
$309K
SHWM
1905
Smith & Howard Wealth Management
Georgia
$308K
BGAI
1906
Bruce G. Allen Investments
Colorado
$306K
PFA
1907
Petra Financial Advisors
Colorado
$305K
AIS
1908
American Investment Services
Massachusetts
$305K
WCM
1909
Windsor Capital Management
Arizona
$304K
CCA
1910
Checchi Capital Advisers
California
$304K
WFP
1911
Wrenne Financial Planning
Kentucky
$303K
DA
1912
Dash Acquisitions
California
$301K
BMC
1913
Beaton Management Company
Massachusetts
$300K
MCP
1914
Mirador Capital Partners
California
$300K
AWM
1915
Able Wealth Management
New Jersey
$300K
FA
1916
Fountainhead AM
New Jersey
$299K
CAG
1917
Compass Advisory Group
New York
$299K
UFA
1918
Uptown Financial Advisors
Texas
$299K
VBFP
1919
Valtinson Bruner Financial Planning
Minnesota
$297K
JEST
1920
JTC Employer Solutions Trustee
Jersey
$297K
TI
1921
Truepoint Inc
Ohio
$296K
AIP
1922
ARS Investment Partners
New York
$295K
DWG
1923
Darden Wealth Group
Michigan
$295K
BFG
1924
Baron Financial Group
New Jersey
$295K
SWMP
1925
Signature Wealth Management Partners
New Jersey
$295K