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Vanguard Dividend Appreciation ETF

2,304 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, 909 increasing their positions, 843 reducing their positions, and 55 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 in top 10

Funds holding in top 10:

1% more funds holding

Funds holding: 2,2792,304 (+25)

8% more repeat investments, than reductions

Existing positions increased: 909 | Existing positions reduced: 843

0.08% less ownership

Funds ownership: 46.11%46.03% (-0.08%)

Holders
2,304
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
247
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
BAM
1901
Bosun Asset Management
Illinois
$317K
AGA
1902
Arkos Global Advisors
Texas
$317K
WF
1903
Wayfinding Financial
Washington
$317K
MSF
1904
Mustard Seed Financial
Arkansas
$315K
SEM
1905
Suncoast Equity Management
Florida
$315K
MPWS
1906
McCarter Private Wealth Services
Massachusetts
$315K
ST
1907
Sentinel Trust
Texas
$314K
TCB
1908
Texas Capital Bancshares
Texas
$314K
MG
1909
McHugh Group
Ohio
$313K
RIS
1910
Retirement Income Solutions
Michigan
$312K
GIM
1911
Goelzer Investment Management
Indiana
$312K
LI
1912
LifeWealth Investments
Florida
$309K
SHWM
1913
Smith & Howard Wealth Management
Georgia
$308K
BGAI
1914
Bruce G. Allen Investments
Colorado
$306K
PFA
1915
Petra Financial Advisors
Colorado
$305K
AIS
1916
American Investment Services
Massachusetts
$305K
WCM
1917
Windsor Capital Management
Arizona
$304K
CCA
1918
Checchi Capital Advisers
California
$304K
WFP
1919
Wrenne Financial Planning
Kentucky
$303K
DA
1920
Dash Acquisitions
California
$301K
BMC
1921
Beaton Management Company
Massachusetts
$300K
MCP
1922
Mirador Capital Partners
California
$300K
AWM
1923
Able Wealth Management
New Jersey
$300K
FA
1924
Fountainhead AM
New Jersey
$299K
CAG
1925
Compass Advisory Group
New York
$299K