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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
IP
2001
Isthmus Partners
Wisconsin
$261K
WG
2002
Watchman Group
Texas
$261K
POIA
2003
Pin Oak Investment Advisors
Texas
$261K
RWS
2004
Resolute Wealth Strategies
Mississippi
$261K
RWMG
2005
Redwood Wealth Management Group
New Jersey
$260K
ST
2006
Sageworth Trust
Pennsylvania
$260K
LFP
2007
Lakeshore Financial Planning
Michigan
$259K
KFC
2008
Klingenstein Fields & Co
New York
$258K
SWM
2009
SK Wealth Management
Rhode Island
$257K
FF
2010
Francis Financial
$257K
Allspring Global Investments
2011
Allspring Global Investments
North Carolina
$257K
BHWA
2012
Beacon Harbor Wealth Advisors
Virginia
$256K
DFA
2013
Delta Financial Advisors
Louisiana
$256K
BL
2014
Balentine LLC
Georgia
$255K
LJAC
2015
L.J. Altfest & Co
New York
$254K
GCM
2016
G2 Capital Management
Ohio
$254K
GFG
2017
Goldstone Financial Group
Illinois
$253K
MCM
2018
Marathon Capital Management
Maryland
$252K
BSC
2019
BRIGHTON SECURITIES CORP.
New York
$252K
PEA
2020
Park Edge Advisors
Ohio
$252K
KWMG
2021
King Wealth Management Group
Florida
$252K
NWMG
2022
Nicholson Wealth Management Group
South Carolina
$252K
OWP
2023
ORG Wealth Partners
Texas
$251K
TSWM
2024
Triangle Securities Wealth Management
North Carolina
$251K
WIM
2025
Waverton Investment Management
United Kingdom
$251K