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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 %
CWA
351
Cascade Wealth Advisors
Washington
$11.4M +$1.79M +8,647 +19%
SWM
352
Segment Wealth Management
Texas
$11.4M +$35.4K +173 +0.3%
FBB
353
Fulton Breakefield Broenniman
Maryland
$11.3M +$380K +1,857 +3%
CIA
354
Capital Investment Advisors
Georgia
$11.3M +$69.6K +340 +0.6%
SWA
355
Stratos Wealth Advisors
Ohio
$11.2M +$102K +499 +0.9%
PC
356
Pecaut & Co
Iowa
$11.2M +$189K +923 +2%
RWA
357
Rooted Wealth Advisors
Illinois
$11.2M +$225K +1,094 +2%
BFO
358
Boston Family Office
Massachusetts
$11.2M +$327K +1,600 +3%
WTC
359
WhitTier Trust Company
Nevada
$11.2M -$338K -1,651 -3%
WFA
360
Websterrogers Financial Advisors
South Carolina
$11.1M +$753K +3,678 +7%
RIA
361
Regal Investment Advisors
Michigan
$11.1M +$140K +686 +1%
CFA
362
CWS Financial Advisors
Michigan
$11M +$954K +4,660 +9%
CAL
363
Capital Analysts LLC
Pennsylvania
$11M +$98K +479 +0.9%
Bessemer Group
364
Bessemer Group
New Jersey
$10.9M -$756K -3,692 -6%
Mirae Asset Global Investments
365
Mirae Asset Global Investments
South Korea
$10.9M -$348K -1,700 -3%
SWA
366
Safir Wealth Advisors
New Hampshire
$10.8M +$181K +885 +2%
VM
367
VPR Management
Texas
$10.8M
SB
368
Strategic Blueprint
Georgia
$10.8M -$537K -2,622 -5%
WLIM
369
White Lighthouse Investment Management
Massachusetts
$10.6M +$169K +828 +2%
BFAG
370
Blackston Financial Advisory Group
Florida
$10.6M -$572K -2,794 -5%
GAM
371
Gotham Asset Management
New York
$10.5M +$527K +2,574 +5%
CFO
372
CVA Family Office
Colorado
$10.5M +$605K +2,955 +6%
BIA
373
Bigelow Investment Advisors
Maine
$10.5M -$15.6K -76 -0.1%
CAG
374
Crestwood Advisors Group
Massachusetts
$10.4M -$83.3K -407 -0.8%
DI
375
DAGCO Inc
Ohio
$10.4M +$828K +4,046 +9%