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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 %
MFS
476
McNamara Financial Services
Massachusetts
$7.32M -$189K -923 -3%
HNB
477
Huntington National Bank
Ohio
$7.3M -$6.97M
NFG
478
Nations Financial Group
Iowa
$7.27M +$367K +1,794 +5%
CA
479
Cambridge Advisors
Nebraska
$7.27M -$102K -499 -1%
RMAM
480
Raab & Moskowitz Asset Management
New Jersey
$7.22M -$200K -979 -3%
IWM
481
IHT Wealth Management
Illinois
$7.22M -$572K -2,797 -7%
SDH
482
Sloy Dahl & Holst
Washington
$7.13M +$65.7K +321 +0.9%
GSF
483
Grove Street Fiduciary
New Hampshire
$7.12M +$805K +3,933 +13%
IWP
484
IAG Wealth Partners
Wisconsin
$7.08M -$18.8K -92 -0.3%
Kovitz Investment Group Partners
485
Kovitz Investment Group Partners
Illinois
$7.04M +$397K +1,930 +6%
CPA
486
Cardiff Park Advisors
California
$6.99M -$31.9K -156 -0.5%
FFS
487
Founders Financial Securities
Maryland
$6.98M +$4.85M +23,721 +229%
MWA
488
Moser Wealth Advisors
Washington
$6.94M +$49.9K +244 +0.7%
VP
489
Verum Partners
North Carolina
$6.93M -$171K -834 -2%
SW
490
SkyOak Wealth
Michigan
$6.93M
LNB
491
Ledyard National Bank
$6.85M -$672K -3,285 -9%
BCWM
492
Bartlett & Co Wealth Management
Ohio
$6.85M
PCG
493
Prosperity Consulting Group
Maryland
$6.83M
WIM
494
Westside Investment Management
California
$6.82M +$147K +720 +2%
DFA
495
DHJJ Financial Advisors
Illinois
$6.79M +$71.8K +351 +1%
TCOV
496
Trust Company of Vermont
Vermont
$6.78M +$168K +820 +3%
BFG
497
Bleakley Financial Group
New Jersey
$6.73M +$4.36M +21,303 +184%
CP
498
Creekside Partners
California
$6.72M -$65.3K -319 -1%
MFA
499
McClarren Financial Advisors
Pennsylvania
$6.71M +$1.71M +8,350 +34%
SC
500
Swan Capital
Florida
$6.71M -$6.89M -33,667 -51%