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Vanguard Dividend Appreciation ETF

2,249 hedge funds and large institutions have $42.5B invested in Vanguard Dividend Appreciation ETF in 2025 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 804 increasing their positions, 801 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,249
Holders Change
-8
Holders Change %
-0.35%
% of All Funds
30.19%
Holding in Top 10
243
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-6.9%
% of All Funds
3.26%
New
123
Increased
804
Reduced
801
Closed
79
Calls
$99.7M
Puts
$22.5M
Net Calls
+$77.2M
Net Calls Change
-$23.6M
Name Holding Trade Value Shares
Change
Shares
Change %
VVP
226
Venture Visionary Partners
Ohio
$18.8M +$402K +1,963 +2%
MC
227
McCarthy & Cox
Ohio
$18.6M -$202K -989 -1%
FWP
228
FAS Wealth Partners
Kansas
$18.5M +$260K +1,268 +1%
WIC
229
Whitegate Investment Counselors
New Hampshire
$18.4M +$100K +489 +0.5%
CMP
230
Coston McIsaac & Partners
Maine
$18.3M +$192K +938 +1%
CFA
231
Cahill Financial Advisors
Minnesota
$18.2M -$296K -1,446 -2%
CCAM
232
Cascades Capital Asset Management
North Carolina
$18.1M +$2.73M +13,361 +18%
SVWAG
233
Sound View Wealth Advisors Group
Georgia
$18M -$743K -3,629 -4%
GIA
234
Gladstone Institutional Advisory
Florida
$18M +$1.36M +6,656 +8%
CRC
235
Curi RMB Capital
Illinois
$17.9M +$4.94M +24,013 +38%
FHA
236
Flagship Harbor Advisors
Massachusetts
$17.8M -$321K -1,568 -2%
JMFC
237
J.M. Forbes & Co
Massachusetts
$17.8M +$174K +848 +1%
CWA
238
CM Wealth Advisors
Ohio
$17.7M -$27.5K -134 -0.2%
SMC
239
Smith, Moore & Co
Missouri
$17.7M -$277K -1,351 -2%
HA
240
Hanover Advisors
South Carolina
$17.6M -$287K -1,401 -2%
CFG
241
Citizens Financial Group
Rhode Island
$17.6M +$963K +4,688 +6%
BA
242
Bridgewater Advisors
New York
$17.5M +$9.92M +47,587 +131%
KWM
243
Kingsview Wealth Management
Oregon
$17.3M -$168K -823 -1%
GVAG
244
Great Valley Advisor Group
Delaware
$17.2M +$369K +1,802 +2%
HAFS
245
Hapanowicz & Associates Financial Services
Pennsylvania
$17.1M +$80.8K +395 +0.5%
QCM
246
Quantinno Capital Management
New York
$17.1M +$4.09M +19,992 +31%
Natixis Advisors
247
Natixis Advisors
Massachusetts
$17.1M +$2.11M +10,308 +14%
DW30
248
Drucker Wealth 3.0
New Jersey
$17M -$2.68M -12,939 -14%
CFS
249
CRA Financial Services
New Jersey
$16.9M -$102K -500 -0.6%
CFG
250
Carr Financial Group
Massachusetts
$16.8M +$580K +2,832 +4%