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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 %
HWM
551
Howard Wealth Management
Connecticut
$5.72M -$205K -1,002 -3%
SSWG
552
Seven Springs Wealth Group
Tennessee
$5.68M -$17.4K -85 -0.3%
BEI
553
Benjamin Edwards Inc
Missouri
$5.64M +$147K +718 +3%
AWA
554
Amplius Wealth Advisors
Pennsylvania
$5.64M +$4.5K +22 +0.1%
IA
555
Integrity Alliance
Iowa
$5.64M -$9.9M -48,362 -64%
GC
556
Gibson Capital
Pennsylvania
$5.64M -$3.68K -18 -0.1%
SCA
557
Stokes Capital Advisors
South Carolina
$5.63M -$3.13M -15,305 -36%
TA
558
TFB Advisors
Kansas
$5.55M -$34K -166 -0.6%
PI
559
PFG Investments
New York
$5.53M +$505K +2,466 +10%
TIAA Trust, National Association
560
TIAA Trust, National Association
North Carolina
$5.53M -$192K -937 -3%
IAG
561
Investment Advisory Group
Massachusetts
$5.53M
KWA
562
Kellett Wealth Advisors
Ohio
$5.52M +$97.2K +475 +2%
VWM
563
Vermillion Wealth Management
Minnesota
$5.52M +$196K +960 +4%
BFA
564
Beacon Financial Advisory
Ohio
$5.52M +$168K +821 +3%
GSWM
565
Golden State Wealth Management
California
$5.49M +$403K +1,970 +8%
AFP
566
Ausdal Financial Partners
Iowa
$5.41M +$72.2K +353 +1%
OFS
567
OneAscent Financial Services
Alabama
$5.39M -$5.23M -25,339 -49%
FPCG
568
Forum Private Client Group
Indiana
$5.38M -$111K -541 -2%
CRFG
569
Columbia River Financial Group
Washington
$5.38M +$486K +2,350 +10%
PCM
570
Parsons Capital Management
Rhode Island
$5.37M +$83.9K +410 +2%
KeyBank National Association
571
KeyBank National Association
Ohio
$5.37M +$745K +3,640 +16%
SRWM
572
Shira Ridge Wealth Management
California
$5.35M -$224K -1,093 -4%
BJL
573
Brighton Jones LLC
Washington
$5.34M +$1.2M +5,870 +29%
VWM
574
Vigilare Wealth Management
Arizona
$5.32M -$3.32M -16,200 -38%
WAL
575
W Advisors LLC
Tennessee
$5.3M +$142K +692 +3%