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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 %
MWA
526
Muirfield Wealth Advisors
North Carolina
$6.3M -$80.2K -392 -1%
KFGK
527
Keystone Financial Group (Kentucky)
Kentucky
$6.29M +$145K +710 +2%
SFS
528
Sowell Financial Services
Arkansas
$6.24M +$265K +1,297 +4%
CCFM
529
Clear Creek Financial Management
Washington
$6.2M -$546K -2,669 -8%
RCA
530
Riverview Capital Advisers
Massachusetts
$6.19M +$222K +1,087 +4%
IP
531
Investment Partners
Ohio
$6.19M
BA
532
Brightwater Advisory
Florida
$6.13M -$71.6K -350 -1%
FFG
533
Fiduciary Financial Group
California
$6.12M -$14.8K -72 -0.2%
DA
534
Detalus Advisors
Missouri
$6.1M -$72.2K -353 -1%
CCWA
535
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.05M -$13.5K -66 -0.2%
MIM
536
Moseley Investment Management
Florida
$6.03M +$149K +730 +3%
WCM
537
WealthBridge Capital Management
Ohio
$6.03M +$4.09K +20 +0.1%
ACM
538
Arcataur Capital Management
Wisconsin
$6.01M -$46.1K -225 -0.8%
CB
539
Chris Bulman
California
$5.99M -$193K -942 -3%
GWANC
540
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.98M -$44.2K -216 -0.7%
FA
541
Flagstar Advisors
New York
$5.95M -$16K -78 -0.3%
HA
542
Hofer & Associates
California
$5.94M +$94.1K +460 +2%
FA
543
Fortis Advisors
Pennsylvania
$5.9M -$21.1K -103 -0.4%
AWA
544
Arete Wealth Advisors
Illinois
$5.9M -$53.4K -261 -0.9%
FFC
545
Frederick Financial Consultants
Maryland
$5.86M +$186K +908 +3%
MSWA
546
Marshall & Sterling Wealth Advisors
New York
$5.84M -$134K -659 -2%
ODIJL
547
One Day In July LLC
Vermont
$5.8M +$98.7K +482 +2%
TIP
548
Tandem Investment Partners
New Jersey
$5.77M +$37.5K +183 +0.7%
AWA
549
Acorn Wealth Advisors
Michigan
$5.74M +$61.2K +299 +1%
PFG
550
Pinnacle Financial Group
Illinois
$5.72M -$39.5K -193 -0.7%