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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
FC
2076
Financial Consulate
Maryland
$223K
HIG
2077
Heritage Investment Group
Florida
$223K
CWP
2078
Core Wealth Partners
California
$223K
AMIM
2079
Aull & Monroe Investment Management
Alabama
$222K
RI
2080
Rinkey Investments
California
$222K
W
2081
WPWealth
Texas
$222K
FTUS
2082
Flow Traders U.S.
New York
$222K
AC
2083
Arjuna Capital
North Carolina
$222K
VL
2084
Vorpal LLC
Tennessee
$222K
1832 Asset Management
2085
1832 Asset Management
Ontario, Canada
$221K
FWP
2086
Fiduciary Wealth Partners
Massachusetts
$220K
RWM
2087
Rockline Wealth Management
New York
$220K
IIA
2088
Integrity Investment Advisors
Colorado
$220K
CWP
2089
Curated Wealth Partners
California
$219K
VF
2090
Vawter Financial
Ohio
$219K
AAG
2091
Accordant Advisory Group
Maryland
$219K
CA
2092
Callahan Advisors
Texas
$218K
CCM
2093
Cloud Capital Management
Washington
$218K
RFN
2094
Redwood Financial Network
Ohio
$217K
ACM
2095
Avalon Capital Management
California
$216K
WF
2096
WoodTrust Financial
Wisconsin
$216K
FFC
2097
First Financial Corp
Indiana
$216K
LI
2098
LMCG Investments
Massachusetts
$216K
EPA
2099
Element Pointe Advisors
Florida
$216K
FCB
2100
First County Bank
Connecticut
$216K