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Vanguard Dividend Appreciation ETF

2,250 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, 802 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,250
Holders Change
-7
Holders Change %
-0.31%
% of All Funds
30.18%
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
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 %
SWM
351
Segment Wealth Management
Texas
$11.4M +$35.4K +173 +0.3%
FBB
352
Fulton Breakefield Broenniman
Maryland
$11.3M +$380K +1,857 +3%
CIA
353
Capital Investment Advisors
Georgia
$11.3M +$69.6K +340 +0.6%
SWA
354
Stratos Wealth Advisors
Ohio
$11.2M +$102K +499 +0.9%
PC
355
Pecaut & Co
Iowa
$11.2M +$189K +923 +2%
RWA
356
Rooted Wealth Advisors
Illinois
$11.2M +$225K +1,094 +2%
BFO
357
Boston Family Office
Massachusetts
$11.2M +$327K +1,600 +3%
WTC
358
WhitTier Trust Company
Nevada
$11.2M -$338K -1,651 -3%
WFA
359
Websterrogers Financial Advisors
South Carolina
$11.1M +$753K +3,678 +7%
RIA
360
Regal Investment Advisors
Michigan
$11.1M +$140K +686 +1%
CFA
361
CWS Financial Advisors
Michigan
$11M +$954K +4,660 +9%
CAL
362
Capital Analysts LLC
Pennsylvania
$11M +$98K +479 +0.9%
Bessemer Group
363
Bessemer Group
New Jersey
$10.9M -$756K -3,692 -6%
Mirae Asset Global Investments
364
Mirae Asset Global Investments
South Korea
$10.9M -$348K -1,700 -3%
SWA
365
Safir Wealth Advisors
New Hampshire
$10.8M +$181K +885 +2%
VM
366
VPR Management
Texas
$10.8M
SB
367
Strategic Blueprint
Georgia
$10.8M -$537K -2,622 -5%
WLIM
368
White Lighthouse Investment Management
Massachusetts
$10.6M +$169K +828 +2%
BFAG
369
Blackston Financial Advisory Group
Florida
$10.6M -$572K -2,794 -5%
GAM
370
Gotham Asset Management
New York
$10.5M +$527K +2,574 +5%
CFO
371
CVA Family Office
Colorado
$10.5M +$605K +2,955 +6%
BIA
372
Bigelow Investment Advisors
Maine
$10.5M -$15.6K -76 -0.1%
CAG
373
Crestwood Advisors Group
Massachusetts
$10.4M -$83.3K -407 -0.8%
DI
374
DAGCO Inc
Ohio
$10.4M +$828K +4,046 +9%
CF
375
Conquis Financial
California
$10.4M +$7.17M +34,862 +222%