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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
ME
2151
McIlrath & Eck
Washington
$186K
RCM
2152
Richardson Capital Management
Wisconsin
$177K
FPF
2153
First Pacific Financial
Washington
$176K
HWA
2154
Heartwood Wealth Advisors
Virginia
$175K
MEG
2155
Millstone Evans Group
Colorado
$172K
SR
2156
Syntax Research
Florida
$164K
WAS
2157
Winch Advisory Services
Wisconsin
$163K
CT
2158
Clearstead Trust
Maine
$156K
CTA
2159
Colonial Trust Advisors
South Carolina
$156K
VC
2160
Vestor Capital
Illinois
$154K
SAS
2161
Stelac Advisory Services
New York
$153K
RF
2162
Rossby Financial
Florida
$153K
MIM
2163
MTM Investment Management
South Carolina
$153K
EWP
2164
Elevation Wealth Partners
California
$150K
BLC
2165
Brown, Lisle/Cummings
Rhode Island
$150K
MFT
2166
Moisand Fitzgerald Tamayo
Florida
$148K
PGAM
2167
Princeton Global Asset Management
New Jersey
$148K
FW
2168
Fairway Wealth
Ohio
$143K
MA
2169
MCF Advisors
Kentucky
$142K
MLA
2170
MB, Levis & Associates
Pennsylvania
$141K
GM
2171
GeoWealth Management
Illinois
$137K
BAM
2172
Bellevue Asset Management
Washington
$136K
NOI
2173
Newton One Investments
Delaware
$136K
CCM
2174
Chilton Capital Management
Texas
$135K
WCM
2175
Winthrop Capital Management
Indiana
$135K