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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
WE
1901
Wealth Effects
Massachusetts
$319K
HI
1902
Hendershot Investments
Virginia
$319K
ECA
1903
Elevated Capital Advisors
Utah
$319K
VBA
1904
von Borstel & Associates
Oregon
$319K
UF
1905
Univest Financial
Pennsylvania
$319K
MCM
1906
Mattern Capital Management
Colorado
$318K
DWMS
1907
Dominguez Wealth Management Solutions
Virginia
$318K
KWM
1908
Kingsman Wealth Management
Florida
$318K
JSW
1909
Journey Strategic Wealth
New Jersey
$318K
BAM
1910
Bosun Asset Management
Illinois
$317K
AGA
1911
Arkos Global Advisors
Texas
$317K
WF
1912
Wayfinding Financial
Washington
$317K
MSF
1913
Mustard Seed Financial
Arkansas
$315K
SEM
1914
Suncoast Equity Management
Florida
$315K
MPWS
1915
McCarter Private Wealth Services
Massachusetts
$315K
ST
1916
Sentinel Trust
Texas
$314K
TCB
1917
Texas Capital Bancshares
Texas
$314K
MG
1918
McHugh Group
Ohio
$313K
RIS
1919
Retirement Income Solutions
Michigan
$312K
GIM
1920
Goelzer Investment Management
Indiana
$312K
SHWM
1921
Smith & Howard Wealth Management
Georgia
$308K
BGAI
1922
Bruce G. Allen Investments
Colorado
$306K
MCM
1923
MV Capital Management
Maryland
$306K
PFA
1924
Petra Financial Advisors
Colorado
$305K
AIS
1925
American Investment Services
Massachusetts
$305K