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Vanguard Dividend Appreciation ETF

2,445 hedge funds and large institutions have $47.5B 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, 804 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,445
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
SC
2051
Schubert & Co
Texas
$286K
VIP
2052
Vista Investment Partners
Oklahoma
$285K
NLP
2053
Next Level Private
New York
$285K
I
2054
IMPACTfolio
Colorado
$284K
CWG
2055
Cornerstone Wealth Group
North Carolina
$284K
Balyasny Asset Management
2056
Balyasny Asset Management
Illinois
$283K
AFA
2057
Alpha Financial Advisors
North Carolina
$283K
RMC
2058
Resources Management Corp
Connecticut
$282K
HP
2059
Haven Private
Florida
$281K
ATC
2060
Adirondack Trust Company
New York
$281K
CW
2061
CrossGen Wealth
North Carolina
$281K
SWMG
2062
Stillwater Wealth Management Group
Florida
$280K
HT
2063
Headlands Technologies
Illinois
$280K
PFBT
2064
Parkside Financial Bank & Trust
Missouri
$278K
MPIM
2065
McGinn Penninger Investment Management
Virginia
$278K
ACM
2066
Accent Capital Management
Ohio
$277K
MCWS
2067
McKinley Carter Wealth Services
West Virginia
$277K
EAM
2068
Empirical Asset Management
Massachusetts
$276K
MWM
2069
Mosley Wealth Management
California
$275K
MIA
2070
Milestone Investment Advisors
Wisconsin
$275K
LFP
2071
Lakeshore Financial Planning
Michigan
$273K
OPA
2072
Old Port Advisors
Maine
$273K
AWA
2073
Archvest Wealth Advisors
California
$273K
TCM
2074
Triumph Capital Management
Colorado
$273K
BWM
2075
Briggs Wealth Management
Connecticut
$272K