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Vanguard Dividend Appreciation ETF

2,276 hedge funds and large institutions have $42.3B invested in Vanguard Dividend Appreciation ETF in 2025 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 817 increasing their positions, 804 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,276
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
244
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$99.7M
Puts
$22.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
301
Mosaic Financial Group
Illinois
$13.5M
WT
302
Whittier Trust
California
$13.5M
MOS
303
MGO One Seven
Ohio
$13.5M
PWM
304
Perigon Wealth Management
California
$13.4M
PIMG
305
Patriot Investment Management Group
Tennessee
$13.3M
IIA
306
Integral Investment Advisors
California
$13.3M
ONB
307
Old National Bancorp
Indiana
$13.3M
CCB
308
Country Club Bank
Missouri
$13.3M
NAS
309
NWF Advisory Services
California
$13.3M
OC
310
Oppenheimer & Co
New York
$13.2M
OHIS
311
Oak Harvest Investment Services
Texas
$13.2M
PCMN
312
Paradigm Capital Management (Nevada)
Nevada
$13.1M
JWA
313
JFS Wealth Advisors
Pennsylvania
$13.1M
SEIA
314
Signature Estate & Investment Advisors
California
$13M
WT
315
Washington Trust
Rhode Island
$12.9M
MWA
316
Meridian Wealth Advisors
Texas
$12.9M
FLPIM
317
F.L. Putnam Investment Management
Massachusetts
$12.9M
TF
318
Trek Financial
Arizona
$12.8M
MGIA
319
Moneta Group Investment Advisors
Missouri
$12.8M
MMA
320
Miracle Mile Advisors
California
$12.8M
SFC
321
Strategic Financial Concepts
Texas
$12.7M
AC
322
Apella Capital
Connecticut
$12.5M
LIM
323
Leavell Investment Management
Alabama
$12.5M
EWM
324
Evergreen Wealth Management
Michigan
$12.5M
MAG
325
M3 Advisory Group
Massachusetts
$12.5M