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Vanguard Dividend Appreciation ETF

2,443 hedge funds and large institutions have $47.5B invested in Vanguard Dividend Appreciation ETF in 2025 Q4 according to their latest regulatory filings, with 265 funds opening new positions, 1,019 increasing their positions, 803 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,443
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
264
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
AMIM
2101
Aull & Monroe Investment Management
Alabama
$259K
ISB
2102
Iowa State Bank
Iowa
$259K
OWP
2103
ORG Wealth Partners
Texas
$259K
GCM
2104
G2 Capital Management
Ohio
$258K
ECA
2105
Elevated Capital Advisors
Utah
$258K
OPWM
2106
Oxinas Partners Wealth Management
Indiana
$257K
KWMG
2107
King Wealth Management Group
Florida
$257K
SAS
2108
SMI Advisory Services
Indiana
$257K
EWM
2109
Elevation Wealth Management
Minnesota
$257K
VF
2110
Vawter Financial
Ohio
$256K
TSWM
2111
Triangle Securities Wealth Management
North Carolina
$256K
DFA
2112
Delta Financial Advisors
Louisiana
$255K
NRG
2113
Nemes Rush Group
Michigan
$254K
SCP
2114
Silverleafe Capital Partners
Tennessee
$253K
AA
2115
AF Advisors
California
$253K
MAM
2116
Milestone Asset Management
Pennsylvania
$253K
MAA
2117
Mraz Amerine & Associates
California
$252K
HIA
2118
HTG Investment Advisors
Connecticut
$252K
MCM
2119
Marathon Capital Management
Maryland
$251K
PWP
2120
Parkwoods Wealth Partners
New York
$251K
PWP
2121
Precedent Wealth Partners
Texas
$251K
LOPW
2122
Live Oak Private Wealth
North Carolina
$251K
E
2123
Evansbrook
Illinois
$251K
GIA
2124
Guyasuta Investment Advisors
Pennsylvania
$251K
PSA
2125
Plum Street Advisors
Louisiana
$250K