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Vanguard Dividend Appreciation ETF

2,304 hedge funds and large institutions have $44.9B invested in Vanguard Dividend Appreciation ETF in 2025 Q3 according to their latest regulatory filings, with 138 funds opening new positions, 908 increasing their positions, 844 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

Funds holding:

8% more repeat investments, than reductions

Existing positions increased: 908 | Existing positions reduced: 844

1% more funds holding in top 10

Funds holding in top 10: 244246 (+2)

0.2% less ownership

Funds ownership: 46.11%45.91% (-0.2%)

Holders
2,304
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
PC
2226
Promus Capital
Illinois
$48.8K
CAC
2227
Core Alternative Capital
Georgia
$48.1K
DAM
2228
Delta Asset Management
Tennessee
$48.1K
HWM
2229
Horizons Wealth Management
North Carolina
$47.9K
HWM
2230
HighMark Wealth Management
Minnesota
$45.2K
CIAS
2231
CBIZ Investment Advisory Services
Ohio
$44.9K
SFFS
2232
Stonehage Fleming Financial Services
Jersey
$44.9K
IWM
2233
Inlight Wealth Management
Georgia
$44.2K
GTAM
2234
Global Trust Asset Management
Florida
$43.4K
PWMG
2235
Private Wealth Management Group
New Jersey
$43.2K
TFG
2236
Team Financial Group
California
$43K
PG
2237
Proffitt & Goodson
Tennessee
$42.3K
NECFA
2238
New England Capital Financial Advisors
Connecticut
$41.4K
WTA
2239
Washington Trust Advisors
Massachusetts
$40.5K
Q1WB
2240
Quest 10 Wealth Builders
Virginia
$40.1K
CFP
2241
Comprehensive Financial Planning
Pennsylvania
$38.5K
CIR
2242
Clear Investment Research
Georgia
$38K
LAMC
2243
Longview Asset Management (California)
California
$37.8K
TIM
2244
Thompson Investment Management
Wisconsin
$37.8K
VWA
2245
Valued Wealth Advisors
Utah
$36.6K
TLCM
2246
Twin Lakes Capital Management
California
$35.5K
FFL
2247
Financial Freedom LLC
Ohio
$34.1K
PSB
2248
Piscataqua Savings Bank
New Hampshire
$31.9K
GKIM
2249
GW&K Investment Management
Massachusetts
$30K
YDMI
2250
Y.D. More Investments
Israel
$29.3K