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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
DIP
2301
DT Investment Partners
Pennsylvania
$6.26K
DWA
2302
Delos Wealth Advisors
Texas
$6.04K
WOC
2303
West Oak Capital
California
$5.29K
PWM
2304
Proathlete Wealth Management
Florida
$4.54K
PMIM
2305
Prudent Man Investment Management
Colorado
$4.31K
CAIM
2306
Catherine Avery Investment Management
Florida
$3.67K
CTB
2307
Country Trust Bank
Illinois
$3.45K
AWM
2308
Activest Wealth Management
Florida
$3.17K
BWM
2309
Bernard Wealth Management
Michigan
$2.81K
RF
2310
Robbins Farley
New Hampshire
$2.81K
LFA
2311
LGT Financial Advisors
Texas
$2.16K
KHC
2312
Koesten Hirschmann & Crabtree
Kansas
$1.94K
VFM
2313
Vision Financial Markets
Connecticut
$1.09K
GIM
2314
Gold Investment Management
Alberta, Canada
$1.08K
GC
2315
Gould Capital
Washington
$1.08K
C
2316
Covestor
United Kingdom
$1K
LC
2317
Luminist Capital
Michigan
$434
BCM
2318
Blume Capital Management
California
$432
VBWMG
2319
Von Berge Wealth Management Group
California
EIA
2320
Eldridge Investment Advisors
New Hampshire
BEC
2321
Blue Edge Capital
Virginia
AP
2322
Arlington Partners
Alabama
ARC
2323
Advisor Resource Council
Texas
SNWA
2324
Siligmueller & Norvid Wealth Advisors
Illinois
NA
2325
Novus Advisors
South Carolina