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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 %
SC
501
Swan Capital
Florida
$6.71M -$6.89M -33,667 -51%
FTWA
502
Fifth Third Wealth Advisors
Ohio
$6.7M -$8.42M -41,142 -56%
HSG
503
Helen Stephens Group
Texas
$6.7M -$630K -3,079 -9%
RMDI
504
R.M. Davis Inc
Maine
$6.68M -$153K -747 -2%
HL
505
HeadInvest LLC
Maine
$6.68M +$114K +555 +2%
AAP
506
Arax Advisory Partners
Colorado
$6.67M +$103K +203 +2%
OAJ
507
Ogorek Anthony Joseph
New York
$6.66M -$52.2K -255 -0.8%
CAG
508
Csenge Advisory Group
Florida
$6.63M -$86.7K -438 -1%
CFO
509
Colony Family Offices
North Carolina
$6.62M +$141K +688 +2%
CPC
510
Consolidated Planning Corp
Georgia
$6.61M -$73.1K -357 -1%
ODA
511
One Degree Advisors
California
$6.6M -$20.3K -99 -0.3%
RCA
512
Ranch Capital Advisors
Florida
$6.59M +$154K +751 +2%
RBFC
513
Roman Butler Fullerton & Co
Missouri
$6.59M -$10.9K -52 -0.2%
BWM
514
Benchmark Wealth Management
Connecticut
$6.58M +$39.1K +191 +0.6%
HC
515
Hoese & Co
Minnesota
$6.57M +$232K +1,132 +4%
BW
516
BIP Wealth
Georgia
$6.57M -$181K -883 -3%
MWM
517
Meridian Wealth Management
Kentucky
$6.5M -$335K -1,638 -5%
CAM
518
Councilmark Asset Management
Tennessee
$6.48M +$177K +865 +3%
MSWM
519
McGlone Suttner Wealth Management
Wisconsin
$6.45M -$13.7K -67 -0.2%
GPW
520
Genesis Private Wealth
Virginia
$6.44M +$251K +1,224 +4%
CAM
521
Cidel Asset Management
Ontario, Canada
$6.42M
STA
522
Summit Trail Advisors
New York
$6.37M +$6.37M +31,014 New
HWMG
523
Hurlow Wealth Management Group
Indiana
$6.34M -$276K -1,347 -4%
WFPG
524
Waller Financial Planning Group
Ohio
$6.33M +$509K +2,485 +9%
TAM
525
Titleist Asset Management
Texas
$6.31M +$288K +1,406 +5%