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Vanguard Dividend Appreciation ETF

2,451 hedge funds and large institutions have $47.6B invested in Vanguard Dividend Appreciation ETF in 2025 Q4 according to their latest regulatory filings, with 269 funds opening new positions, 1,019 increasing their positions, 807 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,451
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
265
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$100M
Puts
$11.1M
Net Calls
Net Calls Change

Top Buyers

1 +$753M
2 +$62.7M
3 +$62.1M
4
Raymond James Financial
Raymond James Financial
Florida
+$57.5M
5
Morgan Stanley
Morgan Stanley
New York
+$54.1M

Top Sellers

1 -$145M
2 -$120M
3 -$58.2M
4
Corient Private Wealth
Corient Private Wealth
Florida
-$45.5M
5
Two Sigma Investments
Two Sigma Investments
New York
-$24.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
201
Allen Investment Management
New York
$23.2M
SI
202
SimpliFi Inc
California
$23M
CIC
203
Carnegie Investment Counsel
Ohio
$22.9M
FC
204
Family CFO
California
$22.8M
JWBC
205
J.W. Burns & Co
New York
$22.7M
IAN
206
Integrated Advisors Network
Texas
$22.7M
Lido Advisors
207
Lido Advisors
California
$22.5M
FC
208
Fusion Capital
South Carolina
$22.5M
CWA
209
Clarity Wealth Advisors
California
$22.4M
OIA
210
OneDigital Investment Advisors
Kansas
$22.4M
WWM
211
Western Wealth Management
Colorado
$22.3M
SCA
212
Snowden Capital Advisors
New York
$22.2M
SS
213
SBI Securities
Japan
$22.2M
JSL
214
JT Stratford LLC
Georgia
$22.1M
JGIA
215
Jackson Grant Investment Advisers
Connecticut
$22.1M
EWS
216
Evergreen Wealth Solutions
Pennsylvania
$22M
FPW
217
Flywheel Private Wealth
California
$21.9M
RBC
218
Romano Brothers & Co
Illinois
$21.8M
ABC
219
Associated Banc-Corp
Wisconsin
$21.5M
AF
220
Amara Financial
California
$21.5M
MWM
221
Mittelman Wealth Management
Massachusetts
$21.5M
REMPR
222
Roof Eidam Maycock Peralta (REMP)
California
$21.5M
CW
223
CreativeOne Wealth
Kansas
$21.3M
KWM
224
Kingsview Wealth Management
Oregon
$21.3M
SFG
225
Snider Financial Group
Washington
$21.2M