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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
FP
401
Financial Perspectives
Minnesota
$9.44M
SFP
402
Sandbox Financial Partners
Maryland
$9.41M
CastleKeep Investment Advisors
403
CastleKeep Investment Advisors
Connecticut
$9.34M
GJWM
404
Gilliland Jeter Wealth Management
Arkansas
$9.34M
SFI
405
SPC Financial Inc
Maryland
$9.29M
CFP
406
Cascade Financial Partners
California
$9.26M
1WA
407
180 Wealth Advisors
Washington
$9.21M
PWM
408
Prentice Wealth Management
New York
$9.2M
WWWM
409
White Wing Wealth Management
Texas
$9.2M
Koshinski Asset Management
410
Koshinski Asset Management
Illinois
$9.19M
JFG
411
Jefferies Financial Group
New York
$9.18M
TFCP
412
Twin Focus Capital Partners
Massachusetts
$9.17M
BCA
413
Bay Colony Advisors
Massachusetts
$9.15M
PGFC
414
Peapack-Gladstone Financial Corp
New Jersey
$9.04M
JPG
415
Jordan Park Group
California
$9.04M
DCM
416
Donaldson Capital Management
Indiana
$9.03M
SG
417
StoneX Group
New York
$9.03M
NSIM
418
North Star Investment Management
Illinois
$8.95M
ACI
419
Alpha Cubed Investments
California
$8.94M
HWA
420
Heritage Wealth Advisors
Virginia
$8.93M
PFS
421
Prospera Financial Services
Texas
$8.89M
SFA
422
Souders Financial Advisors
Ohio
$8.86M
BC
423
Brio Consultants
California
$8.84M
OCM
424
Orion Capital Management
California
$8.8M
CIA
425
Compass Ion Advisors
Pennsylvania
$8.76M