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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
MMCM
2276
Murphy & Mullick Capital Management
New York
$13.6K
NRWA
2277
North Ridge Wealth Advisors
Oregon
$12.3K
FMTCOCP
2278
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$12K
SHIM
2279
Stone House Investment Management
Pennsylvania
$11.7K
PS
2280
Pinney & Scofield
Massachusetts
$11.2K
AGWCA
2281
Annis Gardner Whiting Capital Advisors
Florida
$11.1K
TSMHT
2282
Thurston Springer Miller Herd & Titak
Indiana
$10.8K
RS
2283
Rakuten Securities
Japan
$10.6K
PS
2284
PayPay Securities
Japan
$9.94K
FNWA
2285
Financial Network Wealth Advisors
Utah
$9.71K
GA
2286
Guerra Advisors
Florida
$8.73K
BTD
2287
BankPlus Trust Department
Mississippi
$8.63K
TFM
2288
TFC Financial Management
Massachusetts
$6.47K
BTC
2289
Bank & Trust Company
Illinois
$6.47K
DIP
2290
DT Investment Partners
Pennsylvania
$6.26K
DWA
2291
Delos Wealth Advisors
Texas
$6.04K
WOC
2292
West Oak Capital
California
$5.29K
PWM
2293
Proathlete Wealth Management
Florida
$4.54K
PMIM
2294
Prudent Man Investment Management
Colorado
$4.31K
CAIM
2295
Catherine Avery Investment Management
Florida
$3.67K
CTB
2296
Country Trust Bank
Illinois
$3.45K
AWM
2297
Activest Wealth Management
Florida
$3.17K
BWM
2298
Bernard Wealth Management
Michigan
$2.81K
RF
2299
Robbins Farley
New Hampshire
$2.81K
LFA
2300
LGT Financial Advisors
Texas
$2.16K