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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 %
LGWM
451
Litman Gregory Wealth Management
California
$8.13M +$106K +519 +1%
PSP
452
Principal Street Partners
Tennessee
$8.12M +$4.04M +19,731 +99%
BFG
453
Beacon Financial Group
Texas
$8.03M -$570K -2,784 -7%
CSB
454
City State Bank
Iowa
$7.97M +$93.5K +457 +1%
WKWM
455
Walter & Keenan Wealth Management
Indiana
$7.94M +$60K +293 +0.8%
BRWA
456
B. Riley Wealth Advisors
Florida
$7.9M +$7.9M +38,577 New
MWM
457
Mascoma Wealth Management
New Hampshire
$7.89M +$250K +1,223 +3%
CFP
458
Cypress Financial Planning
New Jersey
$7.85M -$225K -1,099 -3%
OSAM
459
O'Shaughnessy Asset Management
Connecticut
$7.85M +$467K +2,283 +6%
RC
460
Rovin Capital
Arizona
$7.85M -$6.62M -32,367 -46%
PA
461
Pinnacle Associates
New York
$7.8M -$528K -2,579 -6%
VA
462
VestGen Advisors
Illinois
$7.77M +$1.43K +7 +0%
WPWM
463
Windward Private Wealth Management
Kansas
$7.72M -$30.7K -150 -0.4%
ETC
464
Exchange Traded Concepts
Oklahoma
$7.72M +$2.42M +11,806 +46%
RWP
465
Ridgecrest Wealth Partners
California
$7.7M +$1.08M +5,278 +16%
GLA
466
Good Life Advisors
Pennsylvania
$7.67M +$141K +689 +2%
LFAS
467
Level Four Advisory Services
Texas
$7.64M -$21.3K -104 -0.3%
LWL
468
Leo Wealth LLC
Texas
$7.63M +$371K +1,814 +5%
CPIG
469
Chicago Partners Investment Group
Illinois
$7.52M +$122K +587 +2%
Envestnet Portfolio Solutions
470
Envestnet Portfolio Solutions
Illinois
$7.51M -$642K -3,137 -8%
MC
471
Moors & Cabot
Massachusetts
$7.5M +$107K +525 +1%
WCG
472
Weaver Consulting Group
California
$7.48M -$36.6K -179 -0.5%
HCM
473
Hollencrest Capital Management
California
$7.44M
SF
474
Summit Financial
New Jersey
$7.43M +$741K +3,606 +11%
AWM
475
Apollon Wealth Management
South Carolina
$7.42M -$468K -2,288 -6%