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Vanguard Dividend Appreciation ETF

2,304 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, 909 increasing their positions, 843 reducing their positions, and 55 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 in top 10

Funds holding in top 10:

1% more funds holding

Funds holding: 2,2792,304 (+25)

8% more repeat investments, than reductions

Existing positions increased: 909 | Existing positions reduced: 843

0.08% less ownership

Funds ownership: 46.11%46.03% (-0.08%)

Holders
2,304
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
247
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
EAM
1976
Empirical Asset Management
Massachusetts
$271K
FFB
1977
First Financial Bankshares
Texas
$270K
TCOT
1978
Trust Company of Toledo
Ohio
$268K
PCS
1979
Private Client Services
Kentucky
$268K
SAS
1980
SMI Advisory Services
Indiana
$268K
ISB
1981
Iowa State Bank
Iowa
$267K
AWM
1982
AllSquare Wealth Management
New York
$267K
JF
1983
Joule Financial
Kentucky
$266K
OFS
1984
Oldfather Financial Services
Nebraska
$265K
LOPW
1985
Live Oak Private Wealth
North Carolina
$265K
ZIG
1986
Zullo Investment Group
Pennsylvania
$264K
GFP
1987
Gryphon Financial Partners
Ohio
$263K
PP
1988
Pacifica Partners
Canada
$263K
OPA
1989
Old Port Advisors
Maine
$263K
HR
1990
Howe & Rusling
New York
$262K
EP
1991
Edgestream Partners
New Jersey
$262K
KCP
1992
Kera Capital Partners
California
$261K
IP
1993
Isthmus Partners
Wisconsin
$261K
WG
1994
Watchman Group
Texas
$261K
POIA
1995
Pin Oak Investment Advisors
Texas
$261K
RWS
1996
Resolute Wealth Strategies
Mississippi
$261K
RWMG
1997
Redwood Wealth Management Group
New Jersey
$260K
ST
1998
Sageworth Trust
Pennsylvania
$260K
LFP
1999
Lakeshore Financial Planning
Michigan
$259K
KFC
2000
Klingenstein Fields & Co
New York
$258K