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Vanguard Dividend Appreciation ETF

2,244 hedge funds and large institutions have $42.4B invested in Vanguard Dividend Appreciation ETF in 2025 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 802 increasing their positions, 800 reducing their positions, and 78 closing their positions.

Holders
2,244
Holders Change
-13
Holders Change %
-0.58%
% of All Funds
30.14%
Holding in Top 10
243
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-6.9%
% of All Funds
3.26%
New
122
Increased
802
Reduced
800
Closed
78
Calls
$46.9M
Puts
$9.25M
Net Calls
+$37.7M
Net Calls Change
-$63.2M
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$4.36B 21,321,144 -553,780 -3%
Morgan Stanley
2
Morgan Stanley
New York
$2.59B 12,674,587 +144,584 +1%
Wells Fargo
3
Wells Fargo
California
$2.18B 10,672,568 +54,394 +0.5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.15B 10,483,137 +322,704 +3%
Wealthfront Advisers
5
Wealthfront Advisers
California
$1.86B 9,089,642 +1,486,369 +20%
UBS Group
6
UBS Group
Switzerland
$1.34B 6,554,712 -47,281 -0.7%
LPL Financial
7
LPL Financial
California
$1.33B 6,509,697 +224,272 +4%
Raymond James Financial
8
Raymond James Financial
Florida
$1.1B 5,364,287 +34,896 +0.7%
HWM
9
HB Wealth Management
Georgia
$1.07B 5,215,607 -133,636 -2%
Prudential Financial
10
Prudential Financial
New Jersey
$833M 4,068,122 +83,016 +2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$793M 3,875,480 +136,061 +4%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$647M 3,158,917 -21,348 -0.7%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$612M 2,992,420 -28,965 -1%
Ameriprise
14
Ameriprise
Minnesota
$516M 2,521,844 +25,866 +1%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$485M 2,367,587 +56,745 +2%
HighTower Advisors
16
HighTower Advisors
Illinois
$465M 2,273,719 +75,900 +3%
S
17
SignatureFD
Georgia
$416M 2,031,392 +68,405 +3%
Corient Private Wealth
18
Corient Private Wealth
Florida
$358M 1,750,677 +887,305 +103%
MWM
19
Modera Wealth Management
New Jersey
$317M 1,547,972 +70,021 +5%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$311M 1,521,216 +74,175 +5%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$307M 1,478,914 +65,450 +5%
Mariner
22
Mariner
Kansas
$288M 1,407,483 -20,004 -1%
Jones Financial Companies
23
Jones Financial Companies
Missouri
$285M 1,395,581 +299,383 +27%
JIC
24
Joel Isaacson & Co
New York
$261M 1,273,264 +31,591 +3%
HCM
25
Howard Capital Management
Georgia
$253M 1,231,457 +23,205 +2%