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Vanguard Dividend Appreciation ETF

2,316 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, 913 increasing their positions, 849 reducing their positions, and 57 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

Funds holding:

8% more repeat investments, than reductions

Existing positions increased: 913 | Existing positions reduced: 849

1% more funds holding in top 10

Funds holding in top 10: 244246 (+2)

0.17% less ownership

Funds ownership: 46.1%45.93% (-0.17%)

Holders
2,316
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
246
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
I
1976
IMPACTfolio
Colorado
$279K
AIC
1977
Argus Investors Counsel
New York
$279K
AFA
1978
Alpha Financial Advisors
North Carolina
$278K
MAM
1979
MWA Asset Management
Massachusetts
$278K
RMC
1980
Resources Management Corp
Connecticut
$277K
HP
1981
Haven Private
Florida
$276K
FWP
1982
Firethorn Wealth Partners
Georgia
$274K
ACM
1983
Accent Capital Management
Ohio
$272K
EAM
1984
Empirical Asset Management
Massachusetts
$271K
FFB
1985
First Financial Bankshares
Texas
$270K
TCOT
1986
Trust Company of Toledo
Ohio
$268K
PCS
1987
Private Client Services
Kentucky
$268K
SAS
1988
SMI Advisory Services
Indiana
$268K
ISB
1989
Iowa State Bank
Iowa
$267K
AWM
1990
AllSquare Wealth Management
New York
$267K
JF
1991
Joule Financial
Kentucky
$266K
OFS
1992
Oldfather Financial Services
Nebraska
$265K
LOPW
1993
Live Oak Private Wealth
North Carolina
$265K
ZIG
1994
Zullo Investment Group
Pennsylvania
$264K
GFP
1995
Gryphon Financial Partners
Ohio
$263K
PP
1996
Pacifica Partners
Canada
$263K
OPA
1997
Old Port Advisors
Maine
$263K
HR
1998
Howe & Rusling
New York
$262K
EP
1999
Edgestream Partners
New Jersey
$262K
KCP
2000
Kera Capital Partners
California
$261K