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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
MSWA
551
Marshall & Sterling Wealth Advisors
New York
$5.84M
ODIJL
552
One Day In July LLC
Vermont
$5.8M
TIP
553
Tandem Investment Partners
New Jersey
$5.77M
AWA
554
Acorn Wealth Advisors
Michigan
$5.74M
PFG
555
Pinnacle Financial Group
Illinois
$5.72M
HWM
556
Howard Wealth Management
Connecticut
$5.72M
SSWG
557
Seven Springs Wealth Group
Tennessee
$5.68M
BEI
558
Benjamin Edwards Inc
Missouri
$5.64M
AWA
559
Amplius Wealth Advisors
Pennsylvania
$5.64M
IA
560
Integrity Alliance
Iowa
$5.64M
GC
561
Gibson Capital
Pennsylvania
$5.64M
SCA
562
Stokes Capital Advisors
South Carolina
$5.63M
TA
563
TFB Advisors
Kansas
$5.55M
PI
564
PFG Investments
New York
$5.53M
TIAA Trust, National Association
565
TIAA Trust, National Association
North Carolina
$5.53M
IAG
566
Investment Advisory Group
Massachusetts
$5.53M
KWA
567
Kellett Wealth Advisors
Ohio
$5.52M
VWM
568
Vermillion Wealth Management
Minnesota
$5.52M
BFA
569
Beacon Financial Advisory
Ohio
$5.52M
GSWM
570
Golden State Wealth Management
California
$5.49M
AFP
571
Ausdal Financial Partners
Iowa
$5.41M
OFS
572
OneAscent Financial Services
Alabama
$5.39M
FPCG
573
Forum Private Client Group
Indiana
$5.38M
CRFG
574
Columbia River Financial Group
Washington
$5.38M
PCM
575
Parsons Capital Management
Rhode Island
$5.37M