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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
GAM
1926
Gould Asset Management
California
$294K
XT
1927
XTX Topco
Cayman Islands
$293K
MPIM
1928
McGinn Penninger Investment Management
Virginia
$292K
SA
1929
Sonoma Allocations
California
$291K
GWMIA
1930
Global Wealth Management Investment Advisory
Florida
$291K
MCCP
1931
Mission Creek Capital Partners
California
$291K
CSA
1932
Cottage Street Advisors
Massachusetts
$290K
FAT
1933
First American Trust
California
$290K
TF
1934
Tenon Financial
New Jersey
$289K
EWM
1935
EPG Wealth Management
Georgia
$289K
AFAS
1936
Acorn Financial Advisory Services
Virginia
$288K
SCP
1937
Shorepoint Capital Partners
Massachusetts
$288K
WWM
1938
Wolff Wiese Magana
California
$288K
VIP
1939
Vista Investment Partners
Oklahoma
$287K
BHWM
1940
Bay Harbor Wealth Management
Maryland
$287K
CHC
1941
City Holding Co
West Virginia
$287K
VW
1942
Vance Wealth
California
$286K
PWPS
1943
Pinnacle Wealth Planning Services
Ohio
$286K
JWS
1944
Juncture Wealth Strategies
Arizona
$286K
CIA
1945
Caerus Investment Advisors
Texas
$285K
XPN
1946
XY Planning Network
Montana
$284K
RFA
1947
Reyes Financial Architecture
California
$283K
CPA
1948
Cathy Pareto & Associates
Florida
$283K
CWP
1949
Concord Wealth Partners
Virginia
$283K
OGF
1950
Orin Green Financial
California
$282K