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Vanguard Dividend Appreciation ETF

2,303 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: 2,2792,303 (+24)

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
2,303
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
FF
2001
Francis Financial
$257K
Allspring Global Investments
2002
Allspring Global Investments
North Carolina
$257K
BHWA
2003
Beacon Harbor Wealth Advisors
Virginia
$256K
DFA
2004
Delta Financial Advisors
Louisiana
$256K
BL
2005
Balentine LLC
Georgia
$255K
LJAC
2006
L.J. Altfest & Co
New York
$254K
GCM
2007
G2 Capital Management
Ohio
$254K
GFG
2008
Goldstone Financial Group
Illinois
$253K
MCM
2009
Marathon Capital Management
Maryland
$252K
PEA
2010
Park Edge Advisors
Ohio
$252K
KWMG
2011
King Wealth Management Group
Florida
$252K
NWMG
2012
Nicholson Wealth Management Group
South Carolina
$252K
OWP
2013
ORG Wealth Partners
Texas
$251K
TSWM
2014
Triangle Securities Wealth Management
North Carolina
$251K
WIM
2015
Waverton Investment Management
United Kingdom
$251K
RK
2016
Rather & Kittrell
Tennessee
$251K
HIA
2017
HTG Investment Advisors
Connecticut
$250K
NRG
2018
Nemes Rush Group
Michigan
$249K
ST
2019
Spinnaker Trust
Maine
$248K
AA
2020
AF Advisors
California
$248K
PWP
2021
Prasad Wealth Partners
Ohio
$248K
MAA
2022
Mraz Amerine & Associates
California
$247K
IAS
2023
Insigneo Advisory Services
Florida
$247K
PWP
2024
Parkwoods Wealth Partners
New York
$247K
PWP
2025
Precedent Wealth Partners
Texas
$246K