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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
AWM
2026
Aureum Wealth Management
Florida
$297K
MCCP
2027
Mission Creek Capital Partners
California
$297K
EWM
2028
EPG Wealth Management
Georgia
$296K
BHIA
2029
Birch Hill Investment Advisors
Massachusetts
$295K
PCS
2030
Private Client Services
Kentucky
$295K
MWM
2031
Maltin Wealth Management
New Jersey
$295K
AFAS
2032
Acorn Financial Advisory Services
Virginia
$294K
IA
2033
IAM Advisory
Pennsylvania
$292K
GL
2034
Gerber LLC
Ohio
$292K
CA
2035
Cannon Advisors
North Carolina
$292K
CHC
2036
City Holding Co
West Virginia
$291K
WWM
2037
Wolff Wiese Magana
California
$290K
VW
2038
Vance Wealth
California
$290K
KCP
2039
Kera Capital Partners
California
$290K
SWM
2040
SilverOak Wealth Management
Minnesota
$290K
CWP
2041
Concord Wealth Partners
Virginia
$289K
CPA
2042
Cathy Pareto & Associates
Florida
$289K
C
2043
Certuity
Florida
$289K
RFA
2044
Reyes Financial Architecture
California
$288K
TAFW
2045
Tred Avon Family Wealth
Maryland
$288K
JF
2046
Joule Financial
Kentucky
$287K
HR
2047
Howe & Rusling
New York
$287K
PCA
2048
Peddock Capital Advisors
Massachusetts
$287K
AIC
2049
Argus Investors Counsel
New York
$286K
WFA
2050
WJ Financial Advisors
Connecticut
$286K