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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
BFG
501
Bleakley Financial Group
New Jersey
$6.73M
CP
502
Creekside Partners
California
$6.72M
MFA
503
McClarren Financial Advisors
Pennsylvania
$6.71M
SC
504
Swan Capital
Florida
$6.71M
FTWA
505
Fifth Third Wealth Advisors
Ohio
$6.7M
HSG
506
Helen Stephens Group
Texas
$6.7M
RMDI
507
R.M. Davis Inc
Maine
$6.68M
HL
508
HeadInvest LLC
Maine
$6.68M
AAP
509
Arax Advisory Partners
Colorado
$6.67M
OAJ
510
Ogorek Anthony Joseph
New York
$6.66M
CAG
511
Csenge Advisory Group
Florida
$6.63M
CFO
512
Colony Family Offices
North Carolina
$6.62M
CPC
513
Consolidated Planning Corp
Georgia
$6.61M
ODA
514
One Degree Advisors
California
$6.6M
RCA
515
Ranch Capital Advisors
Florida
$6.59M
RBFC
516
Roman Butler Fullerton & Co
Missouri
$6.59M
BWM
517
Benchmark Wealth Management
Connecticut
$6.58M
HC
518
Hoese & Co
Minnesota
$6.57M
BW
519
BIP Wealth
Georgia
$6.57M
MWM
520
Meridian Wealth Management
Kentucky
$6.5M
CAM
521
Councilmark Asset Management
Tennessee
$6.48M
MSWM
522
McGlone Suttner Wealth Management
Wisconsin
$6.45M
GPW
523
Genesis Private Wealth
Virginia
$6.44M
CAM
524
Cidel Asset Management
Ontario, Canada
$6.42M
STA
525
Summit Trail Advisors
New York
$6.37M