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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
SWIA
2101
Solano Wealth Investment Advisors
California
$216K
PWP
2102
Private Wealth Partners
California
$216K
RWB
2103
RMR Wealth Builders
New Jersey
$216K
JF
2104
JSF Financial
California
$215K
PWMG
2105
Pinnacle Wealth Management Group
Michigan
$215K
FIA
2106
FNY Investment Advisers
New York
$215K
DA
2107
Drake & Associates
Wisconsin
$215K
FIG
2108
FSA Investment Group
Florida
$215K
LDB
2109
Lee, Danner & Bass
Tennessee
$215K
IPW
2110
Intergy Private Wealth
Colorado
$215K
BHWM
2111
Bar Harbor Wealth Management
New Hampshire
$215K
HCWM
2112
Hidden Cove Wealth Management
Washington
$214K
EPAM
2113
Evelyn Partners Asset Management
$214K
MPM
2114
Meritage Portfolio Management
Kansas
$213K
PWA
2115
Phoenix Wealth Advisors
North Carolina
$213K
BCM
2116
Barden Capital Management
Texas
$213K
GPA
2117
Guerra Pan Advisors
New Jersey
$213K
GGI
2118
Godsey & Gibb Inc
Virginia
$212K
VBCG
2119
Valley Brook Capital Group
Pennsylvania
$211K
NB
2120
NBT Bank
New York
$211K
TCOTS
2121
Trust Company of the South
North Carolina
$210K
IW
2122
Imprint Wealth
South Carolina
$210K
TAM
2123
Tealwood Asset Management
Minnesota
$210K
CCA
2124
Clearwater Capital Advisors
Illinois
$210K
MM
2125
Morangie Management
Florida
$209K