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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
FEG
2326
Fund Evaluation Group
Ohio
ACM
2327
AlphaStar Capital Management
North Carolina
CPSAC
2328
Chas P. Smith & Associates (CPS)
Florida
HA
2329
Helium Advisors
Washington
W
2330
Wealthquest
Ohio
Balyasny Asset Management
2331
Balyasny Asset Management
Illinois
KIM
2332
Kestra Investment Management
Texas
VIA
2333
Victrix Investment Advisors
Florida
SA
2334
Skyline Advisors
Washington
MPCL
2335
My Personal CFO LLC
Washington
BSC
2336
BRIGHTON SECURITIES CORP.
New York
EC
2337
Enhancing Capital
Pennsylvania
AIA
2338
Alternative Investment Advisors
Florida
AIP
2339
Almanack Investment Partners
Pennsylvania
CAMV
2340
Concord Asset Management (Virginia)
Virginia
TCM
2341
Traynor Capital Management
Pennsylvania
AWA
2342
Archvest Wealth Advisors
California
GG
2343
Greenwood Gearhart
Arkansas
TNA
2344
True North Advisors
Texas
SWGC
2345
Summit Wealth Group (Colorado)
Colorado
CCP
2346
Carmel Capital Partners
California
B
2347
BetterWealth
California
OW
2348
Olistico Wealth
Oklahoma
ZIM
2349
Zacks Investment Management
Illinois
FFA
2350
Florida Financial Advisors
Florida