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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
Q1WB
2251
Quest 10 Wealth Builders
Virginia
$40.1K
CFP
2252
Comprehensive Financial Planning
Pennsylvania
$38.5K
CIR
2253
Clear Investment Research
Georgia
$38K
LAMC
2254
Longview Asset Management (California)
California
$37.8K
TIM
2255
Thompson Investment Management
Wisconsin
$37.8K
VWA
2256
Valued Wealth Advisors
Utah
$36.6K
TLCM
2257
Twin Lakes Capital Management
California
$35.5K
FFL
2258
Financial Freedom LLC
Ohio
$34.1K
PSB
2259
Piscataqua Savings Bank
New Hampshire
$31.9K
GKIM
2260
GW&K Investment Management
Massachusetts
$30K
YDMI
2261
Y.D. More Investments
Israel
$29.3K
CW
2262
Curio Wealth
Maryland
$28.6K
GJIA
2263
Glass Jacobson Investment Advisors
Maryland
$28.5K
A
2264
Allianz
Germany
$26.8K
BONH
2265
Bank of New Hampshire
New Hampshire
$25.2K
HWP
2266
Highline Wealth Partners
California
$25K
HC
2267
Hurley Capital
New York
$23.3K
TF
2268
Tompkins Financial
New York
$23.1K
ANBT
2269
American National Bank & Trust
Texas
$23.1K
UCB
2270
United Community Bank
South Carolina
$22.2K
NWM
2271
Navigoe Wealth Management
California
$22K
CVM
2272
Cheviot Value Management
California
$22K
1IA
2273
1620 Investment Advisors
Massachusetts
$21.6K
MCA
2274
Midwest Capital Advisors
Michigan
$21.6K
DPW
2275
DiNuzzo Private Wealth
Pennsylvania
$21.1K