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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
SCA
2201
Stuart Chaussee & Associates
California
$88.5K
CSPIA
2202
Cary Street Partners Investment Advisory
Virginia
$88K
LAM
2203
Lummis Asset Management
Texas
$86.3K
MBFW
2204
Morton Brown Family Wealth
Pennsylvania
$85.2K
W
2205
WealthCollab
Washington
$84.2K
SC
2206
Stance Capital
Massachusetts
$81.7K
FFO
2207
Fortitude Family Office
Arizona
$81.6K
AIP
2208
Ameritas Investment Partners
Nebraska
$80.4K
FCMT
2209
Founders Capital Management (Texas)
Texas
$75.5K
T
2210
Tidemark
California
$75.1K
CCMI
2211
Creative Capital Management Investments
California
$74.9K
FWM
2212
FSA Wealth Management
Massachusetts
$73.4K
AP
2213
Atwood & Palmer
Missouri
$72.5K
TWD
2214
True Wealth Design
Ohio
$71.9K
WWA
2215
Wealth Watch Advisors
Colorado
$71.9K
CCMW
2216
Cypress Capital Management (Wyoming)
Wyoming
$68.9K
EAM
2217
Eukles Asset Management
Ohio
$67.8K
DCM
2218
Davis Capital Management
Florida
$66.9K
WA
2219
WPG Advisers
Maryland
$64.8K
1L
2220
10Elms LLP
Oklahoma
$64.7K
AF
2221
Alerus Financial
North Dakota
$63.2K
BHWM
2222
Beaird Harris Wealth Management
Texas
$62.1K
TTIC
2223
Tower Trust & Investment Company
Iowa
$62.1K
SN
2224
Sittner & Nelson
Oregon
$61.3K
CNBT
2225
Cornerstone National Bank & Trust
Illinois
$60.4K