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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
CW
2251
Curio Wealth
Maryland
$28.6K
GJIA
2252
Glass Jacobson Investment Advisors
Maryland
$28.5K
A
2253
Allianz
Germany
$26.8K
BONH
2254
Bank of New Hampshire
New Hampshire
$25.2K
HWP
2255
Highline Wealth Partners
California
$25K
HC
2256
Hurley Capital
New York
$23.3K
TF
2257
Tompkins Financial
New York
$23.1K
ANBT
2258
American National Bank & Trust
Texas
$23.1K
UCB
2259
United Community Bank
South Carolina
$22.2K
NWM
2260
Navigoe Wealth Management
California
$22K
CVM
2261
Cheviot Value Management
California
$22K
1IA
2262
1620 Investment Advisors
Massachusetts
$21.6K
MCA
2263
Midwest Capital Advisors
Michigan
$21.6K
DPW
2264
DiNuzzo Private Wealth
Pennsylvania
$21.1K
BDPWM
2265
Barnes Dennig Private Wealth Management
Ohio
$19.9K
CCC
2266
Chelsea Counsel Company
California
$19.1K
KFP
2267
Keener Financial Planning
Texas
$19K
KA
2268
Kozak & Associates
Colorado
$17.7K
SRCM
2269
Signature Resources Capital Management
California
$17.5K
HFS
2270
Horizon Financial Services
North Carolina
$16.8K
MIA
2271
Milestone Investment Advisors
Wisconsin
$15.5K
RWM
2272
RMG Wealth Management
Wisconsin
$14.3K
CMA
2273
Cedar Mountain Advisors
Oregon
$14.3K
BSB
2274
Bangor Savings Bank
Maine
$13.8K
VWWMG
2275
Vermillion & White Wealth Management Group
Pennsylvania
$13.8K