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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 %
BRG
526
Bay Rivers Group
Virginia
$6.31M +$57.7K +282 +0.9%
MWA
527
Muirfield Wealth Advisors
North Carolina
$6.3M -$80.2K -392 -1%
KFGK
528
Keystone Financial Group (Kentucky)
Kentucky
$6.29M +$145K +710 +2%
SFS
529
Sowell Financial Services
Arkansas
$6.24M +$265K +1,297 +4%
CCFM
530
Clear Creek Financial Management
Washington
$6.2M -$546K -2,669 -8%
RCA
531
Riverview Capital Advisers
Massachusetts
$6.19M +$222K +1,087 +4%
IP
532
Investment Partners
Ohio
$6.19M
BA
533
Brightwater Advisory
Florida
$6.13M -$71.6K -350 -1%
FFG
534
Fiduciary Financial Group
California
$6.12M -$14.8K -72 -0.2%
DA
535
Detalus Advisors
Missouri
$6.1M -$72.2K -353 -1%
CCWA
536
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.05M -$13.5K -66 -0.2%
MIM
537
Moseley Investment Management
Florida
$6.03M +$149K +730 +3%
WCM
538
WealthBridge Capital Management
Ohio
$6.03M +$4.09K +20 +0.1%
ACM
539
Arcataur Capital Management
Wisconsin
$6.01M -$46.1K -225 -0.8%
CB
540
Chris Bulman
California
$5.99M -$193K -942 -3%
GWANC
541
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.98M -$44.2K -216 -0.7%
FA
542
Flagstar Advisors
New York
$5.95M -$16K -78 -0.3%
HA
543
Hofer & Associates
California
$5.94M +$94.1K +460 +2%
FA
544
Fortis Advisors
Pennsylvania
$5.9M -$21.1K -103 -0.4%
AWA
545
Arete Wealth Advisors
Illinois
$5.9M -$53.4K -261 -0.9%
FFC
546
Frederick Financial Consultants
Maryland
$5.86M +$186K +908 +3%
MSWA
547
Marshall & Sterling Wealth Advisors
New York
$5.84M -$134K -659 -2%
ODIJL
548
One Day In July LLC
Vermont
$5.8M +$98.7K +482 +2%
TIP
549
Tandem Investment Partners
New Jersey
$5.77M +$37.5K +183 +0.7%
AWA
550
Acorn Wealth Advisors
Michigan
$5.74M +$61.2K +299 +1%