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Vanguard Dividend Appreciation ETF

2,290 hedge funds and large institutions have $44.8B invested in Vanguard Dividend Appreciation ETF in 2025 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 907 increasing their positions, 837 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,290
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
FC
201
Fusion Capital
South Carolina
$21.9M
JWBC
202
J.W. Burns & Co
New York
$21.8M
SC
203
SouthState Corp
Florida
$21.8M
Lido Advisors
204
Lido Advisors
California
$21.8M
SC
205
Sapient Capital
Indiana
$21.8M
CMP
206
Coston McIsaac & Partners
Maine
$21.7M
MC
207
McCarthy & Cox
Ohio
$21.7M
CWA
208
Clarity Wealth Advisors
California
$21.6M
CCAM
209
Cascades Capital Asset Management
North Carolina
$21.6M
LA
210
LM Advisors
California
$21.6M
FFN
211
Focus Financial Network
Minnesota
$21.4M
BIAS
212
Beacon Investment Advisory Services
New Jersey
$21.3M
SCA
213
Snowden Capital Advisors
New York
$21M
RBC
214
Romano Brothers & Co
Illinois
$20.9M
CTC
215
Central Trust Company
Missouri
$20.9M
ABC
216
Associated Banc-Corp
Wisconsin
$20.9M
JFA
217
JNBA Financial Advisors
Minnesota
$20.9M
CWM
218
Cornerstone Wealth Management
Missouri
$20.8M
TWM
219
Tradition Wealth Management
Minnesota
$20.8M
CW
220
CreativeOne Wealth
Kansas
$20.8M
AAS
221
Annex Advisory Services
Wisconsin
$20.7M
REMPR
222
Roof Eidam Maycock Peralta (REMP)
California
$20.7M
AA
223
Addison Advisors
Vermont
$20.7M
RWP
224
RWA Wealth Partners
Massachusetts
$20.6M
PFP
225
Pinnacle Financial Partners
Tennessee
$20.5M