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Vanguard Dividend Appreciation ETF

2,315 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, 848 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: 848

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
2,315
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
NJIM
2126
Nabity-Jensen Investment Management
Nebraska
$207K
VF
2127
Vestment Financial
Minnesota
$207K
CWM
2128
Copia Wealth Management
Oregon
$207K
FDCP
2129
Foster Dykema Cabot & Partners
Massachusetts
$206K
AFA
2130
AA Financial Advisors
Ohio
$206K
FSBI
2131
Fearless Solutions (Best Invest)
Texas
$206K
SIA
2132
SeaBridge Investment Advisors
New Jersey
$205K
HWMT
2133
Heritage Wealth Management (Texas)
Texas
$205K
WC
2134
Westhampton Capital
North Carolina
$205K
BIA
2135
Benchmark Investment Advisors
Illinois
$203K
FA
2136
Fermata Advisors
California
$203K
OAS
2137
Optivise Advisory Services
Tennessee
$202K
VWMG
2138
Virginia Wealth Management Group
Virginia
$202K
CA
2139
CapWealth Advisors
Tennessee
$201K
HFP
2140
Holistic Financial Partners
Indiana
$201K
SIA
2141
Soltis Investment Advisors
Utah
$201K
EFA
2142
Edge Financial Advisors
Illinois
$201K
CS
2143
Capital Square
Tennessee
$200K
LA
2144
LVW Advisors
New York
$200K
IHL
2145
Investment House LLC
California
$200K
SWA
2146
SOA Wealth Advisors
New York
$197K
GIA
2147
GHP Investment Advisors
Colorado
$195K
KG
2148
Kilter Group
New York
$195K
MM
2149
Main Management
California
$193K
RBC
2150
Roble Belko & Company
Pennsylvania
$190K