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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
Invesco
2051
Invesco
Georgia
$230K
ALC
2052
Alexander Labrunerie & Co
Missouri
$230K
CICC
2053
Capital Investment Counsel (Colorado)
Colorado
$230K
FCM
2054
Fortis Capital Management
Washington
$230K
HFA
2055
High Falls Advisors
New York
$228K
RDWM
2056
Red Door Wealth Management
Tennessee
$227K
NAM
2057
NorthCrest Asset Manangement
Minnesota
$227K
SL
2058
Salomon & Ludwin
Virginia
$226K
AI
2059
ArchPoint Investors
Florida
$226K
VPF
2060
Vantage Point Financial
Illinois
$226K
MWM
2061
Maltin Wealth Management
New Jersey
$225K
HWP
2062
Hibernia Wealth Partners
Louisiana
$225K
WFA
2063
WJ Financial Advisors
Connecticut
$224K
VPWA
2064
Vestia Personal Wealth Advisors
Indiana
$224K
BAM
2065
Boyar Asset Management
New York
$223K
FC
2066
Financial Consulate
Maryland
$223K
HIG
2067
Heritage Investment Group
Florida
$223K
CWP
2068
Core Wealth Partners
California
$223K
AMIM
2069
Aull & Monroe Investment Management
Alabama
$222K
RI
2070
Rinkey Investments
California
$222K
W
2071
WPWealth
Texas
$222K
FTUS
2072
Flow Traders U.S.
New York
$222K
AC
2073
Arjuna Capital
North Carolina
$222K
VL
2074
Vorpal LLC
Tennessee
$222K
1832 Asset Management
2075
1832 Asset Management
Ontario, Canada
$221K