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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
GSEP
2351
Golden State Equity Partners
California
EGWAG
2352
Elwood & Goetz Wealth Advisory Group
Georgia
WW
2353
Winnow Wealth
Texas
CMMS
2354
Comprehensive Money Management Services
Florida
BFP
2355
Briaud Financial Planning
Texas
CW
2356
Cooksen Wealth
Texas
BCM
2357
Boreal Capital Management
Florida
AWM
2358
Avondale Wealth Management
Texas
TCM
2359
Traub Capital Management
Massachusetts
TPWA
2360
Twin Peaks Wealth Advisors
California
HT
2361
Headlands Technologies
Illinois
T
2362
Transce3nd
Texas
IRC
2363
Investors Research Corp
Georgia
MPW
2364
MASECO Private Wealth
OWA
2365
Opal Wealth Advisors
New York
GWM
2366
Gitterman Wealth Management
New Jersey
CCM
2367
Carderock Capital Management
Maryland
CWM
2368
CarsonAllaria Wealth Management
Illinois
TIM
2369
Total Investment Management
Arizona
LWMI
2370
Legacy Wealth Management (Idaho)
Idaho
SVCP
2371
Silicon Valley Capital Partners
California
PCA
2372
PMV Capital Advisers
Texas
NWM
2373
Nova Wealth Management
Florida
PSFG
2374
Park Square Financial Group
Georgia
MAFA
2375
MJT & Associates Financial Advisory
Minnesota