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Vanguard Dividend Appreciation ETF

2,451 hedge funds and large institutions have $47.6B invested in Vanguard Dividend Appreciation ETF in 2025 Q4 according to their latest regulatory filings, with 269 funds opening new positions, 1,019 increasing their positions, 807 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,451
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
265
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$100M
Puts
$11.1M
Net Calls
Net Calls Change

Top Buyers

1 +$753M
2 +$62.7M
3 +$62.1M
4
Raymond James Financial
Raymond James Financial
Florida
+$57.5M
5
Morgan Stanley
Morgan Stanley
New York
+$54.1M

Top Sellers

1 -$145M
2 -$120M
3 -$58.2M
4
Corient Private Wealth
Corient Private Wealth
Florida
-$45.5M
5
Two Sigma Investments
Two Sigma Investments
New York
-$24.3M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1951
Evolution Wealth Management
Florida
$338K
MSG
1952
Main Street Group
Virginia
$337K
HBT
1953
Hills Bank & Trust
Iowa
$336K
WA
1954
WP Advisors
California
$336K
BWP
1955
Bernardo Wealth Planning
Pennsylvania
$336K
LBC
1956
Leigh Baldwin & Co
New York
$336K
AV
1957
Aspiring Ventures
Ohio
$336K
FCM
1958
Fourpath Capital Management
Oklahoma
$336K
VFA
1959
Voya Financial Advisors
Connecticut
$335K
IIM
1960
Ipswich Investment Management
Massachusetts
$334K
LCWM
1961
Legacy Capital Wealth Management
Texas
$334K
BFG
1962
Bouchey Financial Group
New York
$334K
PL
1963
Plancorp LLC
Missouri
$334K
BWL
1964
Bogart Wealth LLC
Virginia
$332K
CSA
1965
Cottage Street Advisors
Massachusetts
$332K
UFPG
1966
United Financial Planning Group
New York
$331K
T. Rowe Price Associates
1967
T. Rowe Price Associates
Maryland
$330K
BP
1968
BBR Partners
New York
$330K
WFP
1969
Wrenne Financial Planning
Kentucky
$329K
RA
1970
Riversedge Advisors
Delaware
$329K
OPTFSNA
1971
Old Point Trust & Financial Services N A
Virginia
$329K
GFG
1972
Grantvest Financial Group
New Jersey
$328K
WWM
1973
Woodside Wealth Management
Massachusetts
$325K
WE
1974
Wealth Effects
Massachusetts
$325K
HI
1975
Hendershot Investments
Virginia
$325K