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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
PWP
2026
Precedent Wealth Partners
Texas
$246K
GIA
2027
Guyasuta Investment Advisors
Pennsylvania
$246K
DP
2028
DDD Partners
Washington
$245K
FCG
2029
Financial Connections Group
California
$245K
QWP
2030
Quotient Wealth Partners
Texas
$245K
SCP
2031
Silverleafe Capital Partners
Tennessee
$244K
SWMG
2032
Stillwater Wealth Management Group
Florida
$244K
MWPCG
2033
Measured Wealth Private Client Group
New Hampshire
$244K
CRI
2034
Colonial River Investments
Virginia
$243K
FCCM
2035
First City Capital Management
Georgia
$243K
TCM
2036
Triumph Capital Management
Colorado
$243K
AA
2037
Armis Advisers
Georgia
$242K
LFA
2038
Level Financial Advisors
New York
$241K
ES
2039
ETF Store
Kansas
$241K
WCM
2040
Wealthcare Capital Management
Virginia
$240K
KWM
2041
Keebeck Wealth Management
Illinois
$239K
WC
2042
Waterloo Capital
Texas
$238K
CM
2043
Capital Management
Virginia
$237K
VFG
2044
V2 Financial group
Illinois
$237K
SAM
2045
Silvercrest Asset Management
New York
$236K
ANB
2046
Amarillo National Bank
Texas
$235K
NCFG
2047
New Century Financial Group
New Jersey
$235K
FFG
2048
First Financial Group
North Carolina
$234K
FSC
2049
Full Sail Capital
Oklahoma
$232K
WA
2050
WealthTrust Axiom
Pennsylvania
$231K