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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
MNA
2176
Manning & Napier Advisors
New York
$114K
TC
2177
Truvestments Capital
Florida
$111K
EWM
2178
Evermay Wealth Management
Virginia
$110K
CB
2179
Centennial Bank
Arkansas
$108K
RWM
2180
Rialto Wealth Management
New York
$106K
CT
2181
Coastline Trust
Rhode Island
$106K
NMG
2182
New Millennium Group
Utah
$102K
CAM
2183
Clarity Asset Management
Iowa
$101K
PFBT
2184
Parkside Financial Bank & Trust
Missouri
$95.7K
Kayne Anderson Rudnick Investment Management
2185
Kayne Anderson Rudnick Investment Management
California
$95.4K
TFA
2186
Toth Financial Advisory
Virginia
$94.9K
CFG
2187
Clayton Financial Group
Missouri
$93.4K
APW
2188
Aventura Private Wealth
Florida
$91.9K
RFG
2189
REAP Financial Group
Texas
$91K
WAM
2190
WFA Asset Management
Wisconsin
$90.5K
SCA
2191
Stuart Chaussee & Associates
California
$88.5K
CSPIA
2192
Cary Street Partners Investment Advisory
Virginia
$88K
LAM
2193
Lummis Asset Management
Texas
$86.3K
MBFW
2194
Morton Brown Family Wealth
Pennsylvania
$85.2K
W
2195
WealthCollab
Washington
$84.2K
SC
2196
Stance Capital
Massachusetts
$81.7K
FFO
2197
Fortitude Family Office
Arizona
$81.6K
AIP
2198
Ameritas Investment Partners
Nebraska
$80.4K
FCMT
2199
Founders Capital Management (Texas)
Texas
$75.5K
T
2200
Tidemark
California
$75.1K