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Vanguard Dividend Appreciation ETF

2,304 hedge funds and large institutions have $44.9B invested in Vanguard Dividend Appreciation ETF in 2025 Q3 according to their latest regulatory filings, with 138 funds opening new positions, 908 increasing their positions, 844 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

Funds holding:

8% more repeat investments, than reductions

Existing positions increased: 908 | Existing positions reduced: 844

1% more funds holding in top 10

Funds holding in top 10: 244246 (+2)

0.2% less ownership

Funds ownership: 46.11%45.91% (-0.2%)

Holders
2,304
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
SWM
2001
SK Wealth Management
Rhode Island
$257K
FF
2002
Francis Financial
$257K
Allspring Global Investments
2003
Allspring Global Investments
North Carolina
$257K
BHWA
2004
Beacon Harbor Wealth Advisors
Virginia
$256K
DFA
2005
Delta Financial Advisors
Louisiana
$256K
BL
2006
Balentine LLC
Georgia
$255K
LJAC
2007
L.J. Altfest & Co
New York
$254K
GCM
2008
G2 Capital Management
Ohio
$254K
GFG
2009
Goldstone Financial Group
Illinois
$253K
MCM
2010
Marathon Capital Management
Maryland
$252K
PEA
2011
Park Edge Advisors
Ohio
$252K
KWMG
2012
King Wealth Management Group
Florida
$252K
NWMG
2013
Nicholson Wealth Management Group
South Carolina
$252K
OWP
2014
ORG Wealth Partners
Texas
$251K
TSWM
2015
Triangle Securities Wealth Management
North Carolina
$251K
WIM
2016
Waverton Investment Management
United Kingdom
$251K
RK
2017
Rather & Kittrell
Tennessee
$251K
HIA
2018
HTG Investment Advisors
Connecticut
$250K
NRG
2019
Nemes Rush Group
Michigan
$249K
ST
2020
Spinnaker Trust
Maine
$248K
AA
2021
AF Advisors
California
$248K
PWP
2022
Prasad Wealth Partners
Ohio
$248K
MAA
2023
Mraz Amerine & Associates
California
$247K
IAS
2024
Insigneo Advisory Services
Florida
$247K
PWP
2025
Parkwoods Wealth Partners
New York
$247K