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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
SAS
2151
Stelac Advisory Services
New York
$153K
RF
2152
Rossby Financial
Florida
$153K
MIM
2153
MTM Investment Management
South Carolina
$153K
EWP
2154
Elevation Wealth Partners
California
$150K
BLC
2155
Brown, Lisle/Cummings
Rhode Island
$150K
MFT
2156
Moisand Fitzgerald Tamayo
Florida
$148K
PGAM
2157
Princeton Global Asset Management
New Jersey
$148K
FW
2158
Fairway Wealth
Ohio
$143K
MA
2159
MCF Advisors
Kentucky
$142K
MLA
2160
MB, Levis & Associates
Pennsylvania
$141K
GM
2161
GeoWealth Management
Illinois
$137K
BAM
2162
Bellevue Asset Management
Washington
$136K
NOI
2163
Newton One Investments
Delaware
$136K
CCM
2164
Chilton Capital Management
Texas
$135K
WCM
2165
Winthrop Capital Management
Indiana
$135K
FDW
2166
Fourth Dimension Wealth
Ohio
$132K
TAM
2167
Tucker Asset Management
Colorado
$131K
SJIM
2168
St. Johns Investment Management
Florida
$129K
GA
2169
GoalVest Advisory
New York
$129K
SIC
2170
SJS Investment Consulting
Ohio
$126K
Toronto Dominion Bank
2171
Toronto Dominion Bank
Ontario, Canada
$123K
SIS
2172
Sound Income Strategies
Florida
$123K
ABWM
2173
Alpine Bank Wealth Management
Colorado
$120K
JFG
2174
JDM Financial Group
Texas
$115K
SGK
2175
Steigerwald Gordon & Koch
Virginia
$115K