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Vanguard Dividend Appreciation ETF

2,451 hedge funds and large institutions have $47.6B invested in Vanguard Dividend Appreciation ETF in 2025 Q4 according to their latest regulatory filings, with 269 funds opening new positions, 1,019 increasing their positions, 807 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,451
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
GAM
2026
Gould Asset Management
California
$298K
GF
2027
GGM Financials
Ohio
$298K
MWPCG
2028
Measured Wealth Private Client Group
New Hampshire
$298K
Qube Research & Technologies (QRT)
2029
Qube Research & Technologies (QRT)
United Kingdom
$297K
AWM
2030
Aureum Wealth Management
Florida
$297K
MCCP
2031
Mission Creek Capital Partners
California
$297K
EWM
2032
EPG Wealth Management
Georgia
$296K
BHIA
2033
Birch Hill Investment Advisors
Massachusetts
$295K
PCS
2034
Private Client Services
Kentucky
$295K
MWM
2035
Maltin Wealth Management
New Jersey
$295K
AFAS
2036
Acorn Financial Advisory Services
Virginia
$294K
IA
2037
IAM Advisory
Pennsylvania
$292K
GL
2038
Gerber LLC
Ohio
$292K
CA
2039
Cannon Advisors
North Carolina
$292K
CHC
2040
City Holding Co
West Virginia
$291K
WWM
2041
Wolff Wiese Magana
California
$290K
VW
2042
Vance Wealth
California
$290K
KCP
2043
Kera Capital Partners
California
$290K
SWM
2044
SilverOak Wealth Management
Minnesota
$290K
CWP
2045
Concord Wealth Partners
Virginia
$289K
CPA
2046
Cathy Pareto & Associates
Florida
$289K
C
2047
Certuity
Florida
$289K
RFA
2048
Reyes Financial Architecture
California
$288K
TAFW
2049
Tred Avon Family Wealth
Maryland
$288K
JF
2050
Joule Financial
Kentucky
$287K