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Vanguard Dividend Appreciation ETF

2,253 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, 806 increasing their positions, 802 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,253
Holders Change
-6
Holders Change %
-0.27%
% of All Funds
30.2%
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
806
Reduced
802
Closed
80
Calls
$99.7M
Puts
$22.5M
Net Calls
+$77.2M
Net Calls Change
-$23.6M
Name Holding Trade Value Shares
Change
Shares
Change %
MOS
301
MGO One Seven
Ohio
$13.5M +$133K +651 +1%
PWM
302
Perigon Wealth Management
California
$13.4M +$156K +762 +1%
PIMG
303
Patriot Investment Management Group
Tennessee
$13.3M -$136K -664 -1%
IIA
304
Integral Investment Advisors
California
$13.3M -$78.6K -384 -0.6%
ONB
305
Old National Bancorp
Indiana
$13.3M -$892K -4,359 -6%
CCB
306
Country Club Bank
Missouri
$13.3M -$437K -2,143 -3%
NAS
307
NWF Advisory Services
California
$13.3M +$291K +1,421 +2%
OC
308
Oppenheimer & Co
New York
$13.2M +$734K +3,587 +6%
OHIS
309
Oak Harvest Investment Services
Texas
$13.2M -$313K -1,530 -2%
PCMN
310
Paradigm Capital Management (Nevada)
Nevada
$13.1M -$690K -3,369 -5%
JWA
311
JFS Wealth Advisors
Pennsylvania
$13.1M -$208K -1,017 -2%
SEIA
312
Signature Estate & Investment Advisors
California
$13M -$112K -548 -0.9%
WT
313
Washington Trust
Rhode Island
$12.9M +$826K +4,034 +7%
MWA
314
Meridian Wealth Advisors
Texas
$12.9M +$152K +742 +1%
FLPIM
315
F.L. Putnam Investment Management
Massachusetts
$12.9M +$439K +2,147 +4%
TF
316
Trek Financial
Arizona
$12.8M +$1.13M +5,519 +10%
MGIA
317
Moneta Group Investment Advisors
Missouri
$12.8M +$35.8K +175 +0.3%
MMA
318
Miracle Mile Advisors
California
$12.8M -$1.04M -5,059 -8%
SFC
319
Strategic Financial Concepts
Texas
$12.7M -$84.7K -414 -0.7%
AC
320
Apella Capital
Connecticut
$12.5M -$310K -1,501 -2%
LIM
321
Leavell Investment Management
Alabama
$12.5M -$107K -519 -0.8%
EWM
322
Evergreen Wealth Management
Michigan
$12.5M -$160K -780 -1%
MAG
323
M3 Advisory Group
Massachusetts
$12.5M +$228K +1,115 +2%
ACM
324
Allred Capital Management
Texas
$12.5M +$299K +1,459 +2%
EFS
325
Essex Financial Services
Connecticut
$12.5M +$657K +3,208 +6%