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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 %
CCG
326
Chatham Capital Group
Georgia
$12.4M -$359K -1,754 -3%
BMCM
327
Bryn Mawr Capital Management
Pennsylvania
$12.4M -$183K -896 -1%
GC
328
Garde Capital
Washington
$12.4M
MG
329
Mather Group
Illinois
$12.4M -$423K -2,068 -3%
MCM
330
Mendel Capital Management
Arkansas
$12.4M -$411K -2,009 -3%
SI
331
SimpliFi Inc
California
$12.3M +$4.91K +24 +0%
LIA
332
LS Investment Advisors
Michigan
$12.3M -$357K -1,745 -3%
RCAG
333
Rehmann Capital Advisory Group
Michigan
$12.2M +$74.5K +364 +0.6%
AP
334
Advisors Preferred
Maryland
$12.2M +$1.26M +6,094 +12%
SCM
335
Sebold Capital Management
Illinois
$12M +$579K +2,830 +5%
IFA
336
Interactive Financial Advisors
Illinois
$11.9M -$119K -581 -1%
FHA
337
First Horizon Advisors
Tennessee
$11.9M +$1.19M +5,815 +11%
DWP
338
Destiny Wealth Partners
Florida
$11.9M -$11.5K -56 -0.1%
TWC
339
TD Waterhouse Canada
Ontario, Canada
$11.8M -$157K -763 -1%
JIC
340
Johnson Investment Counsel
Ohio
$11.8M -$112K -549 -0.9%
PA
341
Parallel Advisors
California
$11.8M -$37.3K -182 -0.3%
SPC
342
Spirepoint Private Client
Florida
$11.7M +$7.35M +35,932 +169%
UCFA
343
United Capital Financial Advisors
Texas
$11.6M -$92.3K -451 -0.8%
HI
344
Harbour Investments
Wisconsin
$11.6M -$20.7K -101 -0.2%
CPWA
345
Cerro Pacific Wealth Advisors
California
$11.5M +$648K +3,168 +6%
GWSA
346
Global Wealth Strategies & Associates
Colorado
$11.5M +$941K +4,598 +9%
GWM
347
Global Wealth Management
New Jersey
$11.5M +$176K +851 +2%
BFS
348
Bradley Foster & Sargent
Connecticut
$11.5M +$1.48M +7,236 +15%
WP
349
WealthShield Partners
North Carolina
$11.4M +$128K +623 +1%
CWA
350
Cascade Wealth Advisors
Washington
$11.4M +$1.79M +8,647 +19%