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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 %
LCS
601
Levin Capital Strategies
New York
$4.92M
FSA
602
Fort Sheridan Advisors
Illinois
$4.9M -$113K -553 -2%
MG
603
MilWealth Group
Wisconsin
$4.89M -$12.3K -60 -0.3%
MSA
604
Marino Stram & Associates
Massachusetts
$4.89M +$9.62K +47 +0.2%
SSI
605
Scott & Selber Inc
Texas
$4.89M
WAG
606
Winthrop Advisory Group
Massachusetts
$4.89M +$1.37M +6,644 +39%
MIM
607
Miller Investment Management
Pennsylvania
$4.88M
MWP
608
Madison Wealth Partners
Wisconsin
$4.87M +$96.4K +471 +2%
SSWM
609
Sheets Smith Wealth Management
North Carolina
$4.86M -$6.14K -30 -0.1%
HI
610
Horizon Investments
North Carolina
$4.86M +$4.83M +23,621 +22,933%
MCM
611
Morton Capital Management
California
$4.82M -$153K -747 -3%
CCA
612
Cora Capital Advisors
New Jersey
$4.76M +$59.8K +292 +1%
HIP
613
HUB Investment Partners
Texas
$4.75M +$18.4K +90 +0.4%
DWM
614
Diversify Wealth Management
Utah
$4.75M -$104K -499 -2%
ATPW
615
Ashton Thomas Private Wealth
Arizona
$4.74M +$1.52M +7,386 +47%
GFPC
616
Global Financial Private Client
Florida
$4.73M +$51.8K +253 +1%
SCI
617
S&CO Inc
Massachusetts
$4.72M
VBWMG
618
Von Berge Wealth Management Group
California
$4.7M +$436K +2,109 +10%
SFG
619
Stonebridge Financial Group
Pennsylvania
$4.69M +$144K +703 +3%
OPW
620
Oxler Private Wealth
New York
$4.63M -$515K -2,514 -10%
HFS
621
Hughes Financial Services
Virginia
$4.62M +$85K +411 +2%
FI
622
Financial Insights
Washington
$4.59M -$50.3K -246 -1%
FNBOMD
623
First National Bank of Mount Dora
Florida
$4.58M +$88.8K +434 +2%
PTC
624
Philadelphia Trust Company
Pennsylvania
$4.57M -$132K -645 -3%
PFS
625
Prospect Financial Services
New York
$4.57M -$228K -1,113 -5%