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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
WMS
2076
Wealth Management Strategies
Pennsylvania
$271K
TCOTS
2077
Trust Company of the South
North Carolina
$271K
RWM
2078
RMG Wealth Management
Wisconsin
$270K
SBWIC
2079
Schaper Benz & Wise Investment Counsel
Wisconsin
$270K
ZIG
2080
Zullo Investment Group
Pennsylvania
$269K
RWS
2081
Resolute Wealth Strategies
Mississippi
$268K
TI
2082
Truepoint Inc
Ohio
$267K
TCOT
2083
Trust Company of Toledo
Ohio
$267K
BI
2084
Breachway Investments
Rhode Island
$267K
IP
2085
Isthmus Partners
Wisconsin
$266K
QPWM
2086
Quadrant Private Wealth Management
Pennsylvania
$266K
FWP
2087
Firethorn Wealth Partners
Georgia
$265K
RK
2088
Rather & Kittrell
Tennessee
$265K
RWMG
2089
Redwood Wealth Management Group
New Jersey
$265K
ST
2090
Sageworth Trust
Pennsylvania
$264K
IWM
2091
Iams Wealth Management
Nebraska
$263K
KFC
2092
Klingenstein Fields & Co
New York
$263K
WETS
2093
Wealth Enhancement Trust Services
South Dakota
$263K
PP
2094
Pacifica Partners
Canada
$262K
AW
2095
Ankerstar Wealth
Texas
$262K
FF
2096
Francis Financial
$262K
QWP
2097
Quotient Wealth Partners
Texas
$262K
LJAC
2098
L.J. Altfest & Co
New York
$261K
BHWA
2099
Beacon Harbor Wealth Advisors
Virginia
$261K
JWS
2100
Juncture Wealth Strategies
Arizona
$260K