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Vanguard Dividend Appreciation ETF

2,315 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, 913 increasing their positions, 848 reducing their positions, and 57 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: 913 | Existing positions reduced: 848

1% more funds holding in top 10

Funds holding in top 10: 244246 (+2)

0.17% less ownership

Funds ownership: 46.1%45.93% (-0.17%)

Holders
2,315
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
HCM
2226
Horrell Capital Management
Arkansas
$59.1K
APW
2227
Atlantic Private Wealth
North Carolina
$57.8K
AFWM
2228
Abich Financial Wealth Management
Virginia
$56.5K
ACM
2229
Anfield Capital Management
California
$55.5K
DWA
2230
Dougherty Wealth Advisers
Minnesota
$53.9K
SC
2231
Solstein Capital
California
$53.1K
VWM
2232
Valley Wealth Managers
New Jersey
$52.9K
HC
2233
Hara Capital
Washington
$52.7K
DWM
2234
Dogwood Wealth Management
Kansas
$52.6K
UIA
2235
Ulland Investment Advisors
Minnesota
$52K
SA
2236
Seneschal Advisors
Washington
$49K
PC
2237
Promus Capital
Illinois
$48.8K
CAC
2238
Core Alternative Capital
Georgia
$48.1K
DAM
2239
Delta Asset Management
Tennessee
$48.1K
HWM
2240
Horizons Wealth Management
North Carolina
$47.9K
HWM
2241
HighMark Wealth Management
Minnesota
$45.2K
CIAS
2242
CBIZ Investment Advisory Services
Ohio
$44.9K
SFFS
2243
Stonehage Fleming Financial Services
Jersey
$44.9K
IWM
2244
Inlight Wealth Management
Georgia
$44.2K
GTAM
2245
Global Trust Asset Management
Florida
$43.4K
PWMG
2246
Private Wealth Management Group
New Jersey
$43.2K
TFG
2247
Team Financial Group
California
$43K
PG
2248
Proffitt & Goodson
Tennessee
$42.3K
NECFA
2249
New England Capital Financial Advisors
Connecticut
$41.4K
WTA
2250
Washington Trust Advisors
Massachusetts
$40.5K