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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 %
CastleKeep Investment Advisors
401
CastleKeep Investment Advisors
Connecticut
$9.34M +$72.9K +356 +0.8%
GJWM
402
Gilliland Jeter Wealth Management
Arkansas
$9.34M -$4.3K -21 -0%
SFI
403
SPC Financial Inc
Maryland
$9.29M -$141K -688 -1%
CFP
404
Cascade Financial Partners
California
$9.26M +$81.9K +400 +0.9%
1WA
405
180 Wealth Advisors
Washington
$9.21M -$154K -750 -2%
PWM
406
Prentice Wealth Management
New York
$9.2M -$332K -1,620 -3%
WWWM
407
White Wing Wealth Management
Texas
$9.2M +$187K +912 +2%
Koshinski Asset Management
408
Koshinski Asset Management
Illinois
$9.19M +$646K +3,157 +8%
JFG
409
Jefferies Financial Group
New York
$9.18M -$194K -948 -2%
TFCP
410
Twin Focus Capital Partners
Massachusetts
$9.17M -$151K -737 -2%
BCA
411
Bay Colony Advisors
Massachusetts
$9.15M -$79K -386 -0.9%
PGFC
412
Peapack-Gladstone Financial Corp
New Jersey
$9.05M +$454K +2,220 +5%
JPG
413
Jordan Park Group
California
$9.04M -$505K -2,465 -5%
DCM
414
Donaldson Capital Management
Indiana
$9.03M -$1.04M -5,076 -10%
SG
415
StoneX Group
New York
$9.03M +$121K +590 +1%
NSIM
416
North Star Investment Management
Illinois
$8.95M -$92.1K -450 -1%
ACI
417
Alpha Cubed Investments
California
$8.94M -$231K -1,131 -3%
HWA
418
Heritage Wealth Advisors
Virginia
$8.93M -$149K -728 -2%
PFS
419
Prospera Financial Services
Texas
$8.89M -$1.01M -4,922 -10%
SFA
420
Souders Financial Advisors
Ohio
$8.86M +$224K +1,096 +3%
BC
421
Brio Consultants
California
$8.84M -$256K -1,253 -3%
OCM
422
Orion Capital Management
California
$8.8M +$9.62K +47 +0.1%
CIA
423
Compass Ion Advisors
Pennsylvania
$8.76M -$10.8K -53 -0.1%
CFP
424
Curran Financial Partners
South Carolina
$8.73M +$1.1M +5,357 +14%
SFM
425
Signet Financial Management
New Jersey
$8.71M -$461K -2,251 -5%