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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
AIA
2326
Alternative Investment Advisors
Florida
AIP
2327
Almanack Investment Partners
Pennsylvania
CAMV
2328
Concord Asset Management (Virginia)
Virginia
TCM
2329
Traynor Capital Management
Pennsylvania
AWA
2330
Archvest Wealth Advisors
California
GG
2331
Greenwood Gearhart
Arkansas
TNA
2332
True North Advisors
Texas
SWGC
2333
Summit Wealth Group (Colorado)
Colorado
CCP
2334
Carmel Capital Partners
California
B
2335
BetterWealth
California
OW
2336
Olistico Wealth
Oklahoma
ZIM
2337
Zacks Investment Management
Illinois
FFA
2338
Florida Financial Advisors
Florida
GSEP
2339
Golden State Equity Partners
California
EGWAG
2340
Elwood & Goetz Wealth Advisory Group
Georgia
WW
2341
Winnow Wealth
Texas
CMMS
2342
Comprehensive Money Management Services
Florida
BFP
2343
Briaud Financial Planning
Texas
CW
2344
Cooksen Wealth
Texas
AWM
2345
Avondale Wealth Management
Texas
TCM
2346
Traub Capital Management
Massachusetts
TPWA
2347
Twin Peaks Wealth Advisors
California
HT
2348
Headlands Technologies
Illinois
T
2349
Transce3nd
Texas
IRC
2350
Investors Research Corp
Georgia