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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 %
FTWA
501
Fifth Third Wealth Advisors
Ohio
$6.7M -$8.42M -41,142 -56%
HSG
502
Helen Stephens Group
Texas
$6.7M -$630K -3,079 -9%
RMDI
503
R.M. Davis Inc
Maine
$6.68M -$153K -747 -2%
HL
504
HeadInvest LLC
Maine
$6.68M +$114K +555 +2%
AAP
505
Arax Advisory Partners
Colorado
$6.67M +$103K +203 +2%
OAJ
506
Ogorek Anthony Joseph
New York
$6.66M -$52.2K -255 -0.8%
CAG
507
Csenge Advisory Group
Florida
$6.63M -$86.7K -438 -1%
CFO
508
Colony Family Offices
North Carolina
$6.62M +$141K +688 +2%
CPC
509
Consolidated Planning Corp
Georgia
$6.61M -$73.1K -357 -1%
ODA
510
One Degree Advisors
California
$6.6M -$20.3K -99 -0.3%
RCA
511
Ranch Capital Advisors
Florida
$6.59M +$154K +751 +2%
RBFC
512
Roman Butler Fullerton & Co
Missouri
$6.59M -$10.9K -52 -0.2%
BWM
513
Benchmark Wealth Management
Connecticut
$6.58M +$39.1K +191 +0.6%
HC
514
Hoese & Co
Minnesota
$6.57M +$232K +1,132 +4%
BW
515
BIP Wealth
Georgia
$6.57M -$181K -883 -3%
MWM
516
Meridian Wealth Management
Kentucky
$6.5M -$335K -1,638 -5%
CAM
517
Councilmark Asset Management
Tennessee
$6.48M +$177K +865 +3%
MSWM
518
McGlone Suttner Wealth Management
Wisconsin
$6.45M -$13.7K -67 -0.2%
GPW
519
Genesis Private Wealth
Virginia
$6.44M +$251K +1,224 +4%
CAM
520
Cidel Asset Management
Ontario, Canada
$6.42M
STA
521
Summit Trail Advisors
New York
$6.37M +$6.37M +31,014 New
HWMG
522
Hurlow Wealth Management Group
Indiana
$6.34M -$276K -1,347 -4%
WFPG
523
Waller Financial Planning Group
Ohio
$6.33M +$509K +2,485 +9%
TAM
524
Titleist Asset Management
Texas
$6.31M +$288K +1,406 +5%
BRG
525
Bay Rivers Group
Virginia
$6.31M +$57.7K +282 +0.9%