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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 %
PFG
551
Pinnacle Financial Group
Illinois
$5.72M -$39.5K -193 -0.7%
HWM
552
Howard Wealth Management
Connecticut
$5.72M -$205K -1,002 -3%
SSWG
553
Seven Springs Wealth Group
Tennessee
$5.68M -$17.4K -85 -0.3%
BEI
554
Benjamin Edwards Inc
Missouri
$5.64M +$147K +718 +3%
AWA
555
Amplius Wealth Advisors
Pennsylvania
$5.64M +$4.5K +22 +0.1%
IA
556
Integrity Alliance
Iowa
$5.64M -$9.9M -48,362 -64%
GC
557
Gibson Capital
Pennsylvania
$5.64M -$3.68K -18 -0.1%
SCA
558
Stokes Capital Advisors
South Carolina
$5.63M -$3.13M -15,305 -36%
TA
559
TFB Advisors
Kansas
$5.55M -$34K -166 -0.6%
PI
560
PFG Investments
New York
$5.53M +$505K +2,466 +10%
TIAA Trust, National Association
561
TIAA Trust, National Association
North Carolina
$5.53M -$192K -937 -3%
IAG
562
Investment Advisory Group
Massachusetts
$5.53M
KWA
563
Kellett Wealth Advisors
Ohio
$5.52M +$97.2K +475 +2%
VWM
564
Vermillion Wealth Management
Minnesota
$5.52M +$196K +960 +4%
BFA
565
Beacon Financial Advisory
Ohio
$5.52M +$168K +821 +3%
GSWM
566
Golden State Wealth Management
California
$5.49M +$403K +1,970 +8%
AFP
567
Ausdal Financial Partners
Iowa
$5.41M +$72.2K +353 +1%
OFS
568
OneAscent Financial Services
Alabama
$5.39M -$5.23M -25,339 -49%
FPCG
569
Forum Private Client Group
Indiana
$5.38M -$111K -541 -2%
CRFG
570
Columbia River Financial Group
Washington
$5.38M +$486K +2,350 +10%
PCM
571
Parsons Capital Management
Rhode Island
$5.37M +$83.9K +410 +2%
KeyBank National Association
572
KeyBank National Association
Ohio
$5.37M +$745K +3,640 +16%
SRWM
573
Shira Ridge Wealth Management
California
$5.35M -$224K -1,093 -4%
BJL
574
Brighton Jones LLC
Washington
$5.34M +$1.2M +5,870 +29%
VWM
575
Vigilare Wealth Management
Arizona
$5.32M -$3.32M -16,200 -38%