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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
CCMI
2201
Creative Capital Management Investments
California
$74.9K
FWM
2202
FSA Wealth Management
Massachusetts
$73.4K
AP
2203
Atwood & Palmer
Missouri
$72.5K
TWD
2204
True Wealth Design
Ohio
$71.9K
WWA
2205
Wealth Watch Advisors
Colorado
$71.9K
CCMW
2206
Cypress Capital Management (Wyoming)
Wyoming
$68.9K
EAM
2207
Eukles Asset Management
Ohio
$67.8K
DCM
2208
Davis Capital Management
Florida
$66.9K
WA
2209
WPG Advisers
Maryland
$64.8K
1L
2210
10Elms LLP
Oklahoma
$64.7K
AF
2211
Alerus Financial
North Dakota
$63.2K
BHWM
2212
Beaird Harris Wealth Management
Texas
$62.1K
TTIC
2213
Tower Trust & Investment Company
Iowa
$62.1K
SN
2214
Sittner & Nelson
Oregon
$61.3K
HCM
2215
Horrell Capital Management
Arkansas
$59.1K
APW
2216
Atlantic Private Wealth
North Carolina
$57.8K
AFWM
2217
Abich Financial Wealth Management
Virginia
$56.5K
ACM
2218
Anfield Capital Management
California
$55.5K
DWA
2219
Dougherty Wealth Advisers
Minnesota
$53.9K
SC
2220
Solstein Capital
California
$53.1K
VWM
2221
Valley Wealth Managers
New Jersey
$52.9K
HC
2222
Hara Capital
Washington
$52.7K
DWM
2223
Dogwood Wealth Management
Kansas
$52.6K
UIA
2224
Ulland Investment Advisors
Minnesota
$52K
SA
2225
Seneschal Advisors
Washington
$49K