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Vanguard Dividend Appreciation ETF

2,290 hedge funds and large institutions have $44.8B invested in Vanguard Dividend Appreciation ETF in 2025 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 907 increasing their positions, 837 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,290
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
ZIG
1976
Zullo Investment Group
Pennsylvania
$264K
GFP
1977
Gryphon Financial Partners
Ohio
$263K
PP
1978
Pacifica Partners
Canada
$263K
OPA
1979
Old Port Advisors
Maine
$263K
HR
1980
Howe & Rusling
New York
$262K
EP
1981
Edgestream Partners
New Jersey
$262K
KCP
1982
Kera Capital Partners
California
$261K
IP
1983
Isthmus Partners
Wisconsin
$261K
WG
1984
Watchman Group
Texas
$261K
POIA
1985
Pin Oak Investment Advisors
Texas
$261K
RWS
1986
Resolute Wealth Strategies
Mississippi
$261K
RWMG
1987
Redwood Wealth Management Group
New Jersey
$260K
ST
1988
Sageworth Trust
Pennsylvania
$260K
LFP
1989
Lakeshore Financial Planning
Michigan
$259K
KFC
1990
Klingenstein Fields & Co
New York
$258K
SWM
1991
SK Wealth Management
Rhode Island
$257K
FF
1992
Francis Financial
$257K
Allspring Global Investments
1993
Allspring Global Investments
North Carolina
$257K
BHWA
1994
Beacon Harbor Wealth Advisors
Virginia
$256K
DFA
1995
Delta Financial Advisors
Louisiana
$256K
BL
1996
Balentine LLC
Georgia
$255K
LJAC
1997
L.J. Altfest & Co
New York
$254K
GCM
1998
G2 Capital Management
Ohio
$254K
GFG
1999
Goldstone Financial Group
Illinois
$253K
MCM
2000
Marathon Capital Management
Maryland
$252K