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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
UFA
1926
Uptown Financial Advisors
Texas
$299K
VBFP
1927
Valtinson Bruner Financial Planning
Minnesota
$297K
JEST
1928
JTC Employer Solutions Trustee
Jersey
$297K
TI
1929
Truepoint Inc
Ohio
$296K
AIP
1930
ARS Investment Partners
New York
$295K
DWG
1931
Darden Wealth Group
Michigan
$295K
BFG
1932
Baron Financial Group
New Jersey
$295K
SWMP
1933
Signature Wealth Management Partners
New Jersey
$295K
GAM
1934
Gould Asset Management
California
$294K
XT
1935
XTX Topco
Cayman Islands
$293K
MPIM
1936
McGinn Penninger Investment Management
Virginia
$292K
SA
1937
Sonoma Allocations
California
$291K
GWMIA
1938
Global Wealth Management Investment Advisory
Florida
$291K
MCCP
1939
Mission Creek Capital Partners
California
$291K
CSA
1940
Cottage Street Advisors
Massachusetts
$290K
FAT
1941
First American Trust
California
$290K
TF
1942
Tenon Financial
New Jersey
$289K
EWM
1943
EPG Wealth Management
Georgia
$289K
AFAS
1944
Acorn Financial Advisory Services
Virginia
$288K
SCP
1945
Shorepoint Capital Partners
Massachusetts
$288K
NFP
1946
Narus Financial Partners
Utah
$288K
WWM
1947
Wolff Wiese Magana
California
$288K
VIP
1948
Vista Investment Partners
Oklahoma
$287K
BHWM
1949
Bay Harbor Wealth Management
Maryland
$287K
CHC
1950
City Holding Co
West Virginia
$287K