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Vanguard Dividend Appreciation ETF

2,446 hedge funds and large institutions have $47.6B invested in Vanguard Dividend Appreciation ETF in 2025 Q4 according to their latest regulatory filings, with 266 funds opening new positions, 1,019 increasing their positions, 805 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,446
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
265
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 Buyers

1 +$753M
2 +$62.7M
3 +$62.1M
4
Raymond James Financial
Raymond James Financial
Florida
+$57.5M
5
Morgan Stanley
Morgan Stanley
New York
+$54.1M

Top Sellers

1 -$145M
2 -$120M
3 -$58.2M
4
Corient Private Wealth
Corient Private Wealth
Florida
-$45.5M
5
Two Sigma Investments
Two Sigma Investments
New York
-$24.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
2001
Windsor Capital Management
Arizona
$310K
CIM
2002
Cambria Investment Management
California
$309K
CST
2003
Charles Schwab Trust
Nevada
$307K
P
2004
Palladiem
Pennsylvania
$306K
CAG
2005
Compass Advisory Group
New York
$306K
FWM
2006
Foguth Wealth Management
Michigan
$306K
XPN
2007
XY Planning Network
Montana
$306K
MCP
2008
Mirador Capital Partners
California
$305K
BMC
2009
Beaton Management Company
Massachusetts
$305K
AIS
2010
American Investment Services
Massachusetts
$304K
UFA
2011
Uptown Financial Advisors
Texas
$304K
VBFP
2012
Valtinson Bruner Financial Planning
Minnesota
$304K
GWMIA
2013
Global Wealth Management Investment Advisory
Florida
$302K
JEST
2014
JTC Employer Solutions Trustee
Jersey
$302K
DWG
2015
Darden Wealth Group
Michigan
$301K
OFG
2016
Omega Financial Group
California
$301K
DA
2017
Dash Acquisitions
California
$301K
FAT
2018
First American Trust
California
$300K
BFG
2019
Baron Financial Group
New Jersey
$300K
SWMP
2020
Signature Wealth Management Partners
New Jersey
$300K
NWMG
2021
Nicholson Wealth Management Group
South Carolina
$299K
GAM
2022
Gould Asset Management
California
$298K
GF
2023
GGM Financials
Ohio
$298K
MWPCG
2024
Measured Wealth Private Client Group
New Hampshire
$298K
Qube Research & Technologies (QRT)
2025
Qube Research & Technologies (QRT)
United Kingdom
$297K