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Vanguard Dividend Appreciation ETF

2,443 hedge funds and large institutions have $47.5B invested in Vanguard Dividend Appreciation ETF in 2025 Q4 according to their latest regulatory filings, with 265 funds opening new positions, 1,019 increasing their positions, 803 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,443
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
264
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
FC
2226
Financial Consulate
Maryland
$210K
BW
2227
Balance Wealth
Ohio
$210K
FSBI
2228
Fearless Solutions (Best Invest)
Texas
$210K
KG
2229
Kilter Group
New York
$209K
WAG
2230
Windsor Advisory Group
Ohio
$209K
HWMT
2231
Heritage Wealth Management (Texas)
Texas
$209K
SIA
2232
SeaBridge Investment Advisors
New Jersey
$209K
WC
2233
Westhampton Capital
North Carolina
$209K
TWPM
2234
Total Wealth Planning & Management
Florida
$207K
WP
2235
WealthPLAN Partners
Nebraska
$207K
FA
2236
Fermata Advisors
California
$207K
CA
2237
Cresta Advisors
Texas
$207K
EFA
2238
Edge Financial Advisors
Illinois
$206K
OAS
2239
Optivise Advisory Services
Tennessee
$206K
SW
2240
SteelPeak Wealth
California
$206K
SGWP
2241
Sun Group Wealth Partners
California
$206K
GCG
2242
Gilbert Capital Group
Maine
$205K
CA
2243
CapWealth Advisors
Tennessee
$205K
HFP
2244
Holistic Financial Partners
Indiana
$205K
LA
2245
LVW Advisors
New York
$204K
IHL
2246
Investment House LLC
California
$204K
DF
2247
Daviman Financial
Indiana
$203K
NCM
2248
Noesis Capital Mangement
Florida
$202K
PA
2249
PSI Advisors
Florida
$202K
AMG
2250
APS Management Group
California
$202K