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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
KCP
1976
Kera Capital Partners
California
$261K
IP
1977
Isthmus Partners
Wisconsin
$261K
WG
1978
Watchman Group
Texas
$261K
POIA
1979
Pin Oak Investment Advisors
Texas
$261K
RWS
1980
Resolute Wealth Strategies
Mississippi
$261K
RWMG
1981
Redwood Wealth Management Group
New Jersey
$260K
ST
1982
Sageworth Trust
Pennsylvania
$260K
LFP
1983
Lakeshore Financial Planning
Michigan
$259K
KFC
1984
Klingenstein Fields & Co
New York
$258K
SWM
1985
SK Wealth Management
Rhode Island
$257K
FF
1986
Francis Financial
$257K
Allspring Global Investments
1987
Allspring Global Investments
North Carolina
$257K
BHWA
1988
Beacon Harbor Wealth Advisors
Virginia
$256K
DFA
1989
Delta Financial Advisors
Louisiana
$256K
BL
1990
Balentine LLC
Georgia
$255K
LJAC
1991
L.J. Altfest & Co
New York
$254K
GCM
1992
G2 Capital Management
Ohio
$254K
GFG
1993
Goldstone Financial Group
Illinois
$253K
MCM
1994
Marathon Capital Management
Maryland
$252K
PEA
1995
Park Edge Advisors
Ohio
$252K
KWMG
1996
King Wealth Management Group
Florida
$252K
NWMG
1997
Nicholson Wealth Management Group
South Carolina
$252K
OWP
1998
ORG Wealth Partners
Texas
$251K
TSWM
1999
Triangle Securities Wealth Management
North Carolina
$251K
WIM
2000
Waverton Investment Management
United Kingdom
$251K