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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 %
MSFS
251
Main Street Financial Solutions
Pennsylvania
$16.8M +$837K +4,091 +5%
RIL
252
Rothschild Investment LLC
Illinois
$16.6M -$136K -663 -0.8%
AF
253
Amara Financial
California
$16.5M +$195K +953 +1%
WAG
254
Wheelhouse Advisory Group
Missouri
$16.4M +$615K +3,004 +4%
OBWG
255
Onyx Bridge Wealth Group
New York
$16.3M -$444K -2,171 -3%
MWM
256
Mission Wealth Management
California
$16.3M +$4.39M +21,470 +37%
KP
257
Kitching Partners
Pennsylvania
$16.2M +$875K +4,275 +6%
JAG
258
Journey Advisory Group
Kentucky
$16.2M +$695K +3,398 +4%
MWA
259
Martel Wealth Advisors
Washington
$16.2M +$335K +1,635 +2%
DBRC
260
D.B. Root & Company
Pennsylvania
$16.1M -$660K -3,224 -4%
AMG
261
Asset Management Group
Connecticut
$16.1M -$140K -684 -0.9%
HSA
262
HBK Sorce Advisory
Pennsylvania
$16M +$661K +3,230 +4%
FFA
263
Farther Finance Advisors
California
$16M +$5.19M +25,365 +48%
SAF
264
Smith Anglin Financial
Texas
$16M -$847K -4,138 -5%
FPW
265
Flywheel Private Wealth
California
$16M +$50.6K +247 +0.3%
ACA
266
Aptus Capital Advisors
Alabama
$15.9M +$118K +577 +0.7%
ZBNA
267
Zions Bancorporation, National Association
Utah
$15.7M +$1.38M +6,743 +10%
SF
268
Synovus Financial
Georgia
$15.6M +$2.32M +11,336 +17%
WANY
269
Wealthspire Advisors (New York)
New York
$15.6M -$189K -922 -1%
Toronto Dominion Bank
270
Toronto Dominion Bank
Ontario, Canada
$15.5M +$15.4M +75,074 +13,148%
HNWAG
271
High Net Worth Advisory Group
Florida
$15.4M +$138K +674 +0.9%
VT
272
Vise Technologies
New York
$15.3M +$15.3M +74,984 New
FIC
273
Family Investment Center
Missouri
$15.2M -$540K -2,637 -3%
ERFOTCOFW
274
Employees Retirement Fund of the City of Fort Worth
Texas
$15.1M
MWA
275
Motive Wealth Advisors
Michigan
$15.1M +$1.25M +6,085 +9%