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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 %
AWM
426
AE Wealth Management
Kansas
$8.67M +$580K +2,832 +7%
AWM
427
Aberdeen Wealth Management
Illinois
$8.62M
WF
428
Warner Financial
Maryland
$8.62M -$134K -655 -2%
PWM
429
PMG Wealth Management
Illinois
$8.58M +$301K +1,470 +4%
NG
430
Northstar Group
New York
$8.52M -$211K -1,030 -2%
PFA
431
Plotkin Financial Advisors
Maryland
$8.48M +$155K +759 +2%
GHA
432
GW Henssler & Associates
Georgia
$8.44M +$52.2K +255 +0.6%
SLWA
433
San Luis Wealth Advisors
California
$8.43M +$875K +4,276 +12%
CIBC World Market
434
CIBC World Market
Ontario, Canada
$8.41M +$135K +659 +2%
PFA
435
Pathway Financial Advisors
Vermont
$8.39M
CFA
436
Capstone Financial Advisors
Illinois
$8.38M -$296K -1,446 -3%
GG
437
Gleason Group
Kentucky
$8.36M +$8.07M +39,412 +2,772%
WIA
438
World Investment Advisors
California
$8.35M +$2.15M +10,509 +35%
FHC
439
First Heartland Consultants
Missouri
$8.34M -$444K -2,168 -5%
WP
440
Wealthspan Partners
Iowa
$8.33M -$411K -2,008 -5%
KFGG
441
Keystone Financial Group (Georgia)
Georgia
$8.33M +$675K +3,274 +9%
Qube Research & Technologies (QRT)
442
Qube Research & Technologies (QRT)
United Kingdom
$8.3M -$14.5M -71,058 -64%
GWMR
443
GC Wealth Management RIA
Massachusetts
$8.2M -$444K -2,170 -5%
KCPG
444
Kavar Capital Partners Group
Kansas
$8.2M +$31.1K +152 +0.4%
NPI
445
New Perspectives Inc
Mississippi
$8.2M -$224K -1,095 -3%
AIP
446
Alexis Investment Partners
Texas
$8.19M +$15.7K +77 +0.2%
YWM
447
Yoder Wealth Management
California
$8.16M -$129K -628 -2%
KCAM
448
Kagan Cocozza Asset Management
New Jersey
$8.14M +$145K +707 +2%
OPCM
449
Osborne Partners Capital Management
California
$8.14M -$376K -1,837 -4%
SPC
450
Sigma Planning Corp
Michigan
$8.14M +$156K +761 +2%