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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
FWP
2076
Fiduciary Wealth Partners
Massachusetts
$220K
RWM
2077
Rockline Wealth Management
New York
$220K
IIA
2078
Integrity Investment Advisors
Colorado
$220K
CWP
2079
Curated Wealth Partners
California
$219K
VF
2080
Vawter Financial
Ohio
$219K
AAG
2081
Accordant Advisory Group
Maryland
$219K
CA
2082
Callahan Advisors
Texas
$218K
CCM
2083
Cloud Capital Management
Washington
$218K
RFN
2084
Redwood Financial Network
Ohio
$217K
ACM
2085
Avalon Capital Management
California
$216K
WF
2086
WoodTrust Financial
Wisconsin
$216K
LI
2087
LMCG Investments
Massachusetts
$216K
EPA
2088
Element Pointe Advisors
Florida
$216K
SWIA
2089
Solano Wealth Investment Advisors
California
$216K
FFC
2090
First Financial Corp
Indiana
$216K
FCB
2091
First County Bank
Connecticut
$216K
PWP
2092
Private Wealth Partners
California
$216K
RWB
2093
RMR Wealth Builders
New Jersey
$216K
JF
2094
JSF Financial
California
$215K
PWMG
2095
Pinnacle Wealth Management Group
Michigan
$215K
FIA
2096
FNY Investment Advisers
New York
$215K
DA
2097
Drake & Associates
Wisconsin
$215K
FIG
2098
FSA Investment Group
Florida
$215K
LDB
2099
Lee, Danner & Bass
Tennessee
$215K
IPW
2100
Intergy Private Wealth
Colorado
$215K