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Vanguard Dividend Appreciation ETF

2,303 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, 909 increasing their positions, 843 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 in top 10

Funds holding in top 10:

1% more funds holding

Funds holding: 2,2792,303 (+24)

8% more repeat investments, than reductions

Existing positions increased: 909 | Existing positions reduced: 843

0.08% less ownership

Funds ownership: 46.11%46.03% (-0.08%)

Holders
2,303
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
247
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
AIP
2326
Almanack Investment Partners
Pennsylvania
CAMV
2327
Concord Asset Management (Virginia)
Virginia
TCM
2328
Traynor Capital Management
Pennsylvania
AWA
2329
Archvest Wealth Advisors
California
GG
2330
Greenwood Gearhart
Arkansas
TNA
2331
True North Advisors
Texas
SWGC
2332
Summit Wealth Group (Colorado)
Colorado
CCP
2333
Carmel Capital Partners
California
B
2334
BetterWealth
California
OW
2335
Olistico Wealth
Oklahoma
ZIM
2336
Zacks Investment Management
Illinois
FFA
2337
Florida Financial Advisors
Florida
GSEP
2338
Golden State Equity Partners
California
EGWAG
2339
Elwood & Goetz Wealth Advisory Group
Georgia
WW
2340
Winnow Wealth
Texas
CMMS
2341
Comprehensive Money Management Services
Florida
BFP
2342
Briaud Financial Planning
Texas
CW
2343
Cooksen Wealth
Texas
AWM
2344
Avondale Wealth Management
Texas
TCM
2345
Traub Capital Management
Massachusetts
TPWA
2346
Twin Peaks Wealth Advisors
California
HT
2347
Headlands Technologies
Illinois
T
2348
Transce3nd
Texas
IRC
2349
Investors Research Corp
Georgia
MPW
2350
MASECO Private Wealth