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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
BDPWM
2276
Barnes Dennig Private Wealth Management
Ohio
$19.9K
CCC
2277
Chelsea Counsel Company
California
$19.1K
KFP
2278
Keener Financial Planning
Texas
$19K
KA
2279
Kozak & Associates
Colorado
$17.7K
SRCM
2280
Signature Resources Capital Management
California
$17.5K
HFS
2281
Horizon Financial Services
North Carolina
$16.8K
MIA
2282
Milestone Investment Advisors
Wisconsin
$15.5K
RWM
2283
RMG Wealth Management
Wisconsin
$14.3K
CMA
2284
Cedar Mountain Advisors
Oregon
$14.3K
BSB
2285
Bangor Savings Bank
Maine
$13.8K
VWWMG
2286
Vermillion & White Wealth Management Group
Pennsylvania
$13.8K
MMCM
2287
Murphy & Mullick Capital Management
New York
$13.6K
NRWA
2288
North Ridge Wealth Advisors
Oregon
$12.3K
FMTCOCP
2289
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$12K
SHIM
2290
Stone House Investment Management
Pennsylvania
$11.7K
PS
2291
Pinney & Scofield
Massachusetts
$11.2K
AGWCA
2292
Annis Gardner Whiting Capital Advisors
Florida
$11.1K
TSMHT
2293
Thurston Springer Miller Herd & Titak
Indiana
$10.8K
RS
2294
Rakuten Securities
Japan
$10.6K
PS
2295
PayPay Securities
Japan
$9.94K
FNWA
2296
Financial Network Wealth Advisors
Utah
$9.71K
GA
2297
Guerra Advisors
Florida
$8.73K
BTD
2298
BankPlus Trust Department
Mississippi
$8.63K
TFM
2299
TFC Financial Management
Massachusetts
$6.47K
BTC
2300
Bank & Trust Company
Illinois
$6.47K