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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
FDW
2176
Fourth Dimension Wealth
Ohio
$132K
TAM
2177
Tucker Asset Management
Colorado
$131K
SJIM
2178
St. Johns Investment Management
Florida
$129K
GA
2179
GoalVest Advisory
New York
$129K
SIC
2180
SJS Investment Consulting
Ohio
$126K
Toronto Dominion Bank
2181
Toronto Dominion Bank
Ontario, Canada
$123K
SIS
2182
Sound Income Strategies
Florida
$123K
ABWM
2183
Alpine Bank Wealth Management
Colorado
$120K
JFG
2184
JDM Financial Group
Texas
$115K
SGK
2185
Steigerwald Gordon & Koch
Virginia
$115K
MNA
2186
Manning & Napier Advisors
New York
$114K
TC
2187
Truvestments Capital
Florida
$111K
EWM
2188
Evermay Wealth Management
Virginia
$110K
CB
2189
Centennial Bank
Arkansas
$108K
RWM
2190
Rialto Wealth Management
New York
$106K
CT
2191
Coastline Trust
Rhode Island
$106K
NMG
2192
New Millennium Group
Utah
$102K
CAM
2193
Clarity Asset Management
Iowa
$101K
PFBT
2194
Parkside Financial Bank & Trust
Missouri
$95.7K
Kayne Anderson Rudnick Investment Management
2195
Kayne Anderson Rudnick Investment Management
California
$95.4K
TFA
2196
Toth Financial Advisory
Virginia
$94.9K
CFG
2197
Clayton Financial Group
Missouri
$93.4K
APW
2198
Aventura Private Wealth
Florida
$91.9K
RFG
2199
REAP Financial Group
Texas
$91K
WAM
2200
WFA Asset Management
Wisconsin
$90.5K