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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
HR
2051
Howe & Rusling
New York
$287K
PCA
2052
Peddock Capital Advisors
Massachusetts
$287K
AIC
2053
Argus Investors Counsel
New York
$286K
WFA
2054
WJ Financial Advisors
Connecticut
$286K
FSWA
2055
Financial Synergies Wealth Advisors
Texas
$286K
SC
2056
Schubert & Co
Texas
$286K
VIP
2057
Vista Investment Partners
Oklahoma
$285K
NLP
2058
Next Level Private
New York
$285K
I
2059
IMPACTfolio
Colorado
$284K
CWG
2060
Cornerstone Wealth Group
North Carolina
$284K
Balyasny Asset Management
2061
Balyasny Asset Management
Illinois
$283K
AFA
2062
Alpha Financial Advisors
North Carolina
$283K
RMC
2063
Resources Management Corp
Connecticut
$282K
HP
2064
Haven Private
Florida
$281K
ATC
2065
Adirondack Trust Company
New York
$281K
CW
2066
CrossGen Wealth
North Carolina
$281K
SWMG
2067
Stillwater Wealth Management Group
Florida
$280K
HT
2068
Headlands Technologies
Illinois
$280K
PFBT
2069
Parkside Financial Bank & Trust
Missouri
$278K
MPIM
2070
McGinn Penninger Investment Management
Virginia
$278K
ACM
2071
Accent Capital Management
Ohio
$277K
MCWS
2072
McKinley Carter Wealth Services
West Virginia
$277K
EAM
2073
Empirical Asset Management
Massachusetts
$276K
MWM
2074
Mosley Wealth Management
California
$275K
MIA
2075
Milestone Investment Advisors
Wisconsin
$275K