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Vanguard Dividend Appreciation ETF

2,484 hedge funds and large institutions have $48B invested in Vanguard Dividend Appreciation ETF in 2025 Q4 according to their latest regulatory filings, with 288 funds opening new positions, 1,023 increasing their positions, 815 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,484
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
267
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 Sellers

1 -$145M
2 -$120M
3 -$58.2M
4
Two Sigma Investments
Two Sigma Investments
New York
-$24.3M
5
MC
McCarthy & Cox
Ohio
-$21.4M
Name Holding Trade Value Shares
Change
Change in
Stake
LJAC
2126
L.J. Altfest & Co
New York
$261K
BHWA
2127
Beacon Harbor Wealth Advisors
Virginia
$261K
JWS
2128
Juncture Wealth Strategies
Arizona
$260K
BL
2129
Balentine LLC
Georgia
$260K
WG
2130
Watchman Group
Texas
$260K
AMIM
2131
Aull & Monroe Investment Management
Alabama
$259K
ISB
2132
Iowa State Bank
Iowa
$259K
OWP
2133
ORG Wealth Partners
Texas
$259K
GCM
2134
G2 Capital Management
Ohio
$258K
ECA
2135
Elevated Capital Advisors
Utah
$258K
OPWM
2136
Oxinas Partners Wealth Management
Indiana
$257K
KWMG
2137
King Wealth Management Group
Florida
$257K
CC
2138
Clearwave Capital
California
$257K
SAS
2139
SMI Advisory Services
Indiana
$257K
EWM
2140
Elevation Wealth Management
Minnesota
$257K
VF
2141
Vawter Financial
Ohio
$256K
TSWM
2142
Triangle Securities Wealth Management
North Carolina
$256K
DFA
2143
Delta Financial Advisors
Louisiana
$255K
NRG
2144
Nemes Rush Group
Michigan
$254K
SCP
2145
Silverleafe Capital Partners
Tennessee
$253K
AA
2146
AF Advisors
California
$253K
MAM
2147
Milestone Asset Management
Pennsylvania
$253K
MAA
2148
Mraz Amerine & Associates
California
$252K
HIA
2149
HTG Investment Advisors
Connecticut
$252K
MCM
2150
Marathon Capital Management
Maryland
$251K