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Vanguard Dividend Appreciation ETF

2,303 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, 909 increasing their positions, 843 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 in top 10

Funds holding in top 10:

1% more funds holding

Funds holding: 2,2792,303 (+24)

8% more repeat investments, than reductions

Existing positions increased: 909 | Existing positions reduced: 843

0.08% less ownership

Funds ownership: 46.11%46.03% (-0.08%)

Holders
2,303
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
247
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
FA
2126
Fermata Advisors
California
$203K
OAS
2127
Optivise Advisory Services
Tennessee
$202K
VWMG
2128
Virginia Wealth Management Group
Virginia
$202K
CA
2129
CapWealth Advisors
Tennessee
$201K
HFP
2130
Holistic Financial Partners
Indiana
$201K
SIA
2131
Soltis Investment Advisors
Utah
$201K
EFA
2132
Edge Financial Advisors
Illinois
$201K
CS
2133
Capital Square
Tennessee
$200K
LA
2134
LVW Advisors
New York
$200K
IHL
2135
Investment House LLC
California
$200K
SWA
2136
SOA Wealth Advisors
New York
$197K
GIA
2137
GHP Investment Advisors
Colorado
$195K
MM
2138
Main Management
California
$193K
RBC
2139
Roble Belko & Company
Pennsylvania
$190K
ME
2140
McIlrath & Eck
Washington
$186K
RCM
2141
Richardson Capital Management
Wisconsin
$177K
FPF
2142
First Pacific Financial
Washington
$176K
HWA
2143
Heartwood Wealth Advisors
Virginia
$175K
MEG
2144
Millstone Evans Group
Colorado
$172K
SR
2145
Syntax Research
Florida
$164K
WAS
2146
Winch Advisory Services
Wisconsin
$163K
CT
2147
Clearstead Trust
Maine
$156K
CTA
2148
Colonial Trust Advisors
South Carolina
$156K
VC
2149
Vestor Capital
Illinois
$154K
SAS
2150
Stelac Advisory Services
New York
$153K