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Vanguard Dividend Appreciation ETF

2,485 hedge funds and large institutions have $48B invested in Vanguard Dividend Appreciation ETF in 2025 Q4 according to their latest regulatory filings, with 288 funds opening new positions, 1,023 increasing their positions, 816 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,485
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
267
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$100M
Puts
$11.1M
Net Calls
Net Calls Change

Top Sellers

1 -$145M
2 -$120M
3 -$58.2M
4
Two Sigma Investments
Two Sigma Investments
New York
-$24.3M
5
MC
McCarthy & Cox
Ohio
-$21.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
2001
Bosun Asset Management
Illinois
$323K
DWMS
2002
Dominguez Wealth Management Solutions
Virginia
$323K
MSF
2003
Mustard Seed Financial
Arkansas
$322K
SEM
2004
Suncoast Equity Management
Florida
$322K
ACA
2005
Aspire Capital Advisors
Washington
$322K
MPWS
2006
McCarter Private Wealth Services
Massachusetts
$321K
ST
2007
Sentinel Trust
Texas
$320K
BCFS
2008
Butensky & Cohen Financial Security
Florida
$319K
RWB
2009
RMR Wealth Builders
New Jersey
$319K
CG
2010
Cynosure Group
Utah
$319K
MG
2011
McHugh Group
Ohio
$319K
CFS
2012
Commonwealth Financial Services
West Virginia
$319K
IPW
2013
Impact Partnership Wealth
Georgia
$318K
JSW
2014
Journey Strategic Wealth
New Jersey
$318K
RIS
2015
Retirement Income Solutions
Michigan
$318K
SWM
2016
SHP Wealth Management
Massachusetts
$317K
TNA
2017
True North Advisors
Texas
$316K
LI
2018
LifeWealth Investments
Florida
$314K
MWA
2019
Midland Wealth Advisors
Illinois
$313K
SHWM
2020
Smith & Howard Wealth Management
Georgia
$313K
CWA
2021
Clearview Wealth Advisors
Oregon
$313K
BGAI
2022
Bruce G. Allen Investments
Colorado
$313K
CWA
2023
Canvas Wealth Advisors
Kansas
$313K
MCM
2024
MV Capital Management
Maryland
$311K
PFA
2025
Petra Financial Advisors
Colorado
$311K