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Vanguard Dividend Appreciation ETF

2,283 hedge funds and large institutions have $44.7B invested in Vanguard Dividend Appreciation ETF in 2025 Q3 according to their latest regulatory filings, with 134 funds opening new positions, 904 increasing their positions, 835 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,283
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
245
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
SC
201
SouthState Corp
Florida
$21.8M
Lido Advisors
202
Lido Advisors
California
$21.8M
SC
203
Sapient Capital
Indiana
$21.8M
CMP
204
Coston McIsaac & Partners
Maine
$21.7M
MC
205
McCarthy & Cox
Ohio
$21.7M
CWA
206
Clarity Wealth Advisors
California
$21.6M
CCAM
207
Cascades Capital Asset Management
North Carolina
$21.6M
LA
208
LM Advisors
California
$21.6M
FFN
209
Focus Financial Network
Minnesota
$21.4M
BIAS
210
Beacon Investment Advisory Services
New Jersey
$21.3M
SCA
211
Snowden Capital Advisors
New York
$21M
RBC
212
Romano Brothers & Co
Illinois
$20.9M
CTC
213
Central Trust Company
Missouri
$20.9M
ABC
214
Associated Banc-Corp
Wisconsin
$20.9M
JFA
215
JNBA Financial Advisors
Minnesota
$20.9M
CWM
216
Cornerstone Wealth Management
Missouri
$20.8M
TWM
217
Tradition Wealth Management
Minnesota
$20.8M
CW
218
CreativeOne Wealth
Kansas
$20.8M
AAS
219
Annex Advisory Services
Wisconsin
$20.7M
REMPR
220
Roof Eidam Maycock Peralta (REMP)
California
$20.7M
AA
221
Addison Advisors
Vermont
$20.7M
RWP
222
RWA Wealth Partners
Massachusetts
$20.6M
PFP
223
Pinnacle Financial Partners
Tennessee
$20.5M
FM
224
Family Management
New York
$20.4M
VT
225
Vise Technologies
New York
$20.3M