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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 %
AAS
601
Asset Allocation Strategies
Michigan
$4.93M -$233K -1,137 -5%
LCS
602
Levin Capital Strategies
New York
$4.92M
FSA
603
Fort Sheridan Advisors
Illinois
$4.9M -$113K -553 -2%
MG
604
MilWealth Group
Wisconsin
$4.89M -$12.3K -60 -0.3%
MSA
605
Marino Stram & Associates
Massachusetts
$4.89M +$9.62K +47 +0.2%
SSI
606
Scott & Selber Inc
Texas
$4.89M
WAG
607
Winthrop Advisory Group
Massachusetts
$4.89M +$1.37M +6,644 +39%
MIM
608
Miller Investment Management
Pennsylvania
$4.88M
MWP
609
Madison Wealth Partners
Wisconsin
$4.87M +$96.4K +471 +2%
SSWM
610
Sheets Smith Wealth Management
North Carolina
$4.86M -$6.14K -30 -0.1%
HI
611
Horizon Investments
North Carolina
$4.86M +$4.83M +23,621 +22,933%
MCM
612
Morton Capital Management
California
$4.82M -$153K -747 -3%
CCA
613
Cora Capital Advisors
New Jersey
$4.76M +$59.8K +292 +1%
HIP
614
HUB Investment Partners
Texas
$4.75M +$18.4K +90 +0.4%
DWM
615
Diversify Wealth Management
Utah
$4.75M -$104K -499 -2%
ATPW
616
Ashton Thomas Private Wealth
Arizona
$4.74M +$1.52M +7,386 +47%
GFPC
617
Global Financial Private Client
Florida
$4.73M +$51.8K +253 +1%
SCI
618
S&CO Inc
Massachusetts
$4.72M
VBWMG
619
Von Berge Wealth Management Group
California
$4.7M +$436K +2,109 +10%
SFG
620
Stonebridge Financial Group
Pennsylvania
$4.69M +$144K +703 +3%
OPW
621
Oxler Private Wealth
New York
$4.63M -$515K -2,514 -10%
HFS
622
Hughes Financial Services
Virginia
$4.62M +$85K +411 +2%
FI
623
Financial Insights
Washington
$4.59M -$50.3K -246 -1%
FNBOMD
624
First National Bank of Mount Dora
Florida
$4.58M +$88.8K +434 +2%
PTC
625
Philadelphia Trust Company
Pennsylvania
$4.57M -$132K -645 -3%