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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
OPCM
451
Osborne Partners Capital Management
California
$8.14M
SPC
452
Sigma Planning Corp
Michigan
$8.14M
TCCP
453
Tide Cove Capital Partners
California
$8.14M
LGWM
454
Litman Gregory Wealth Management
California
$8.13M
PSP
455
Principal Street Partners
Tennessee
$8.12M
BFG
456
Beacon Financial Group
Texas
$8.03M
CSB
457
City State Bank
Iowa
$7.97M
WKWM
458
Walter & Keenan Wealth Management
Indiana
$7.94M
BRWA
459
B. Riley Wealth Advisors
Florida
$7.9M
MWM
460
Mascoma Wealth Management
New Hampshire
$7.89M
CFP
461
Cypress Financial Planning
New Jersey
$7.85M
OSAM
462
O'Shaughnessy Asset Management
Connecticut
$7.85M
RC
463
Rovin Capital
Arizona
$7.85M
PA
464
Pinnacle Associates
New York
$7.8M
VA
465
VestGen Advisors
Illinois
$7.77M
WPWM
466
Windward Private Wealth Management
Kansas
$7.72M
ETC
467
Exchange Traded Concepts
Oklahoma
$7.72M
WGC
468
Watts Gwilliam & Co
Arizona
$7.72M
RWP
469
Ridgecrest Wealth Partners
California
$7.7M
GLA
470
Good Life Advisors
Pennsylvania
$7.67M
LFAS
471
Level Four Advisory Services
Texas
$7.64M
LWL
472
Leo Wealth LLC
Texas
$7.63M
CPIG
473
Chicago Partners Investment Group
Illinois
$7.52M
Envestnet Portfolio Solutions
474
Envestnet Portfolio Solutions
Illinois
$7.51M
MC
475
Moors & Cabot
Massachusetts
$7.5M