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Vanguard Dividend Appreciation ETF

2,303 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, 909 increasing their positions, 843 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 in top 10

Funds holding in top 10:

1% more funds holding

Funds holding: 2,2792,303 (+24)

8% more repeat investments, than reductions

Existing positions increased: 909 | Existing positions reduced: 843

0.08% less ownership

Funds ownership: 46.11%46.03% (-0.08%)

Holders
2,303
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
247
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
JGIA
201
Jackson Grant Investment Advisers
Connecticut
$22M
FC
202
Fusion Capital
South Carolina
$21.9M
JWBC
203
J.W. Burns & Co
New York
$21.8M
SC
204
SouthState Corp
Florida
$21.8M
Lido Advisors
205
Lido Advisors
California
$21.8M
SC
206
Sapient Capital
Indiana
$21.8M
CMP
207
Coston McIsaac & Partners
Maine
$21.7M
MC
208
McCarthy & Cox
Ohio
$21.7M
CWA
209
Clarity Wealth Advisors
California
$21.6M
CCAM
210
Cascades Capital Asset Management
North Carolina
$21.6M
LA
211
LM Advisors
California
$21.6M
FFN
212
Focus Financial Network
Minnesota
$21.4M
BIAS
213
Beacon Investment Advisory Services
New Jersey
$21.3M
SCA
214
Snowden Capital Advisors
New York
$21M
RBC
215
Romano Brothers & Co
Illinois
$20.9M
CTC
216
Central Trust Company
Missouri
$20.9M
ABC
217
Associated Banc-Corp
Wisconsin
$20.9M
JFA
218
JNBA Financial Advisors
Minnesota
$20.9M
CWM
219
Cornerstone Wealth Management
Missouri
$20.8M
TWM
220
Tradition Wealth Management
Minnesota
$20.8M
CW
221
CreativeOne Wealth
Kansas
$20.8M
AAS
222
Annex Advisory Services
Wisconsin
$20.7M
REMPR
223
Roof Eidam Maycock Peralta (REMP)
California
$20.7M
AA
224
Addison Advisors
Vermont
$20.7M
RWP
225
RWA Wealth Partners
Massachusetts
$20.6M