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Vanguard Dividend Appreciation ETF

2,316 hedge funds and large institutions have $45B invested in Vanguard Dividend Appreciation ETF in 2025 Q3 according to their latest regulatory filings, with 138 funds opening new positions, 913 increasing their positions, 849 reducing their positions, and 57 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: 913 | Existing positions reduced: 849

1% more funds holding in top 10

Funds holding in top 10: 244246 (+2)

0.17% less ownership

Funds ownership: 46.1%45.93% (-0.17%)

Holders
2,316
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
WC
2051
Waterloo Capital
Texas
$238K
CM
2052
Capital Management
Virginia
$237K
VFG
2053
V2 Financial group
Illinois
$237K
SAM
2054
Silvercrest Asset Management
New York
$236K
ANB
2055
Amarillo National Bank
Texas
$235K
NCFG
2056
New Century Financial Group
New Jersey
$235K
FFG
2057
First Financial Group
North Carolina
$234K
SWM
2058
Stark Wealth Management
Pennsylvania
$233K
FSC
2059
Full Sail Capital
Oklahoma
$232K
WA
2060
WealthTrust Axiom
Pennsylvania
$231K
Invesco
2061
Invesco
Georgia
$230K
ALC
2062
Alexander Labrunerie & Co
Missouri
$230K
CICC
2063
Capital Investment Counsel (Colorado)
Colorado
$230K
FCM
2064
Fortis Capital Management
Washington
$230K
HFA
2065
High Falls Advisors
New York
$228K
RDWM
2066
Red Door Wealth Management
Tennessee
$227K
NAM
2067
NorthCrest Asset Manangement
Minnesota
$227K
SL
2068
Salomon & Ludwin
Virginia
$226K
AI
2069
ArchPoint Investors
Florida
$226K
VPF
2070
Vantage Point Financial
Illinois
$226K
MWM
2071
Maltin Wealth Management
New Jersey
$225K
HWP
2072
Hibernia Wealth Partners
Louisiana
$225K
WFA
2073
WJ Financial Advisors
Connecticut
$224K
VPWA
2074
Vestia Personal Wealth Advisors
Indiana
$224K
BAM
2075
Boyar Asset Management
New York
$223K