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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
BIA
2126
Benchmark Investment Advisors
Illinois
$203K
FA
2127
Fermata Advisors
California
$203K
OAS
2128
Optivise Advisory Services
Tennessee
$202K
VWMG
2129
Virginia Wealth Management Group
Virginia
$202K
CA
2130
CapWealth Advisors
Tennessee
$201K
HFP
2131
Holistic Financial Partners
Indiana
$201K
SIA
2132
Soltis Investment Advisors
Utah
$201K
EFA
2133
Edge Financial Advisors
Illinois
$201K
CS
2134
Capital Square
Tennessee
$200K
LA
2135
LVW Advisors
New York
$200K
IHL
2136
Investment House LLC
California
$200K
SWA
2137
SOA Wealth Advisors
New York
$197K
GIA
2138
GHP Investment Advisors
Colorado
$195K
MM
2139
Main Management
California
$193K
RBC
2140
Roble Belko & Company
Pennsylvania
$190K
ME
2141
McIlrath & Eck
Washington
$186K
RCM
2142
Richardson Capital Management
Wisconsin
$177K
FPF
2143
First Pacific Financial
Washington
$176K
HWA
2144
Heartwood Wealth Advisors
Virginia
$175K
MEG
2145
Millstone Evans Group
Colorado
$172K
SR
2146
Syntax Research
Florida
$164K
WAS
2147
Winch Advisory Services
Wisconsin
$163K
CT
2148
Clearstead Trust
Maine
$156K
CTA
2149
Colonial Trust Advisors
South Carolina
$156K
VC
2150
Vestor Capital
Illinois
$154K