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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
WCM
1926
Windsor Capital Management
Arizona
$304K
CCA
1927
Checchi Capital Advisers
California
$304K
WFP
1928
Wrenne Financial Planning
Kentucky
$303K
DA
1929
Dash Acquisitions
California
$301K
BMC
1930
Beaton Management Company
Massachusetts
$300K
MCP
1931
Mirador Capital Partners
California
$300K
AWM
1932
Able Wealth Management
New Jersey
$300K
FA
1933
Fountainhead AM
New Jersey
$299K
CAG
1934
Compass Advisory Group
New York
$299K
UFA
1935
Uptown Financial Advisors
Texas
$299K
VBFP
1936
Valtinson Bruner Financial Planning
Minnesota
$297K
JEST
1937
JTC Employer Solutions Trustee
Jersey
$297K
TI
1938
Truepoint Inc
Ohio
$296K
AIP
1939
ARS Investment Partners
New York
$295K
DWG
1940
Darden Wealth Group
Michigan
$295K
BFG
1941
Baron Financial Group
New Jersey
$295K
SWMP
1942
Signature Wealth Management Partners
New Jersey
$295K
GAM
1943
Gould Asset Management
California
$294K
XT
1944
XTX Topco
Cayman Islands
$293K
MPIM
1945
McGinn Penninger Investment Management
Virginia
$292K
SA
1946
Sonoma Allocations
California
$291K
GWMIA
1947
Global Wealth Management Investment Advisory
Florida
$291K
MCCP
1948
Mission Creek Capital Partners
California
$291K
CSA
1949
Cottage Street Advisors
Massachusetts
$290K
FAT
1950
First American Trust
California
$290K