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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
CA
176
Capital Advantage
California
$24.7M
WBG
177
Wharton Business Group
Pennsylvania
$24.5M
SI
178
Stephens Inc
Arkansas
$24.3M
Two Sigma Investments
179
Two Sigma Investments
New York
$24.3M
WAP
180
Wealthcare Advisory Partners
Pennsylvania
$24.2M
CCM
181
Coldstream Capital Management
Washington
$24.1M
CCM
182
Consolidated Capital Management
California
$24M
CIC
183
Carnegie Investment Counsel
Ohio
$23.5M
GB
184
Goepper Burkhardt
South Carolina
$23.4M
Carson Wealth (CWM LLC)
185
Carson Wealth (CWM LLC)
Nebraska
$23.2M
FI
186
FIDELIS iM
Oregon
$23.2M
PRI
187
Prepared Retirement Institute
Pennsylvania
$23.1M
Comerica Bank
188
Comerica Bank
Texas
$22.8M
AP
189
Americana Partners
Texas
$22.6M
IAN
190
Integrated Advisors Network
Texas
$22.4M
MWM
191
Mittelman Wealth Management
Massachusetts
$22.4M
NF
192
Nikulski Financial
Iowa
$22.4M
FC
193
Family CFO
California
$22.4M
NW
194
NewEdge Wealth
Pennsylvania
$22.2M
OIA
195
OneDigital Investment Advisors
Kansas
$22.2M
SS
196
SBI Securities
Japan
$22M
WWM
197
Western Wealth Management
Colorado
$22M
JGIA
198
Jackson Grant Investment Advisers
Connecticut
$22M
FC
199
Fusion Capital
South Carolina
$21.9M
JWBC
200
J.W. Burns & Co
New York
$21.8M