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Vanguard Dividend Appreciation ETF

2,283 hedge funds and large institutions have $44.7B invested in Vanguard Dividend Appreciation ETF in 2025 Q3 according to their latest regulatory filings, with 134 funds opening new positions, 904 increasing their positions, 835 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,283
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
CSA
1926
Cottage Street Advisors
Massachusetts
$290K
FAT
1927
First American Trust
California
$290K
TF
1928
Tenon Financial
New Jersey
$289K
EWM
1929
EPG Wealth Management
Georgia
$289K
AFAS
1930
Acorn Financial Advisory Services
Virginia
$288K
SCP
1931
Shorepoint Capital Partners
Massachusetts
$288K
WWM
1932
Wolff Wiese Magana
California
$288K
VIP
1933
Vista Investment Partners
Oklahoma
$287K
BHWM
1934
Bay Harbor Wealth Management
Maryland
$287K
CHC
1935
City Holding Co
West Virginia
$287K
VW
1936
Vance Wealth
California
$286K
PWPS
1937
Pinnacle Wealth Planning Services
Ohio
$286K
JWS
1938
Juncture Wealth Strategies
Arizona
$286K
CIA
1939
Caerus Investment Advisors
Texas
$285K
XPN
1940
XY Planning Network
Montana
$284K
RFA
1941
Reyes Financial Architecture
California
$283K
CPA
1942
Cathy Pareto & Associates
Florida
$283K
CWP
1943
Concord Wealth Partners
Virginia
$283K
OGF
1944
Orin Green Financial
California
$282K
CA
1945
Cannon Advisors
North Carolina
$282K
PCA
1946
Peddock Capital Advisors
Massachusetts
$281K
FSWA
1947
Financial Synergies Wealth Advisors
Texas
$281K
NLP
1948
Next Level Private
New York
$281K
SC
1949
Schubert & Co
Texas
$281K
Bank Julius Baer & Co
1950
Bank Julius Baer & Co
Switzerland
$281K