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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
30.21%
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 %
EFG
701
Embree Financial Group
Illinois
$3.76M
WA
702
Whipplewood Advisors
Colorado
$3.73M +$3.05M +14,885 +444%
SP
703
Stablepoint Partners
Massachusetts
$3.73M -$140K -682 -4%
AFG
704
Albion Financial Group
Utah
$3.72M +$116K +568 +3%
SMAM
705
Sugar Maple Asset Management
Wisconsin
$3.69M +$378K +1,848 +11%
KWS
706
Keystone Wealth Services
California
$3.69M -$330K -1,612 -8%
DOA
707
D'Orazio & Associates
Virginia
$3.65M -$454K -2,220 -11%
COCM
708
Charter Oak Capital Management
New Hampshire
$3.65M -$104K -510 -3%
UB
709
UMB Bank
Missouri
$3.64M -$3.07K -15 -0.1%
MCCA
710
Mill Creek Capital Advisors
Pennsylvania
$3.64M -$189K -925 -5%
ACS
711
Archford Capital Strategies
Illinois
$3.63M -$169K -828 -4%
FWIA
712
Fort Washington Investment Advisors
Ohio
$3.61M -$207K -1,009 -5%
BFA
713
Buttonwood Financial Advisors
Maryland
$3.58M -$20.1K -98 -0.6%
BOH
714
Bank of Hawaii
Hawaii
$3.58M -$379K -1,850 -10%
D
715
Dentgroup
Louisiana
$3.58M -$213K -1,042 -6%
TFA
716
Transamerica Financial Advisors
Florida
$3.57M -$58.9K -288 -2%
PFGIA
717
Patriot Financial Group Insurance Agency
Massachusetts
$3.57M -$45K -228 -1%
B
718
Bailard
California
$3.55M +$2.79M +13,621 +366%
BFIM
719
Beese Fulmer Investment Management
Ohio
$3.54M +$963K +4,706 +37%
SWM
720
SeaCrest Wealth Management
New York
$3.54M -$64.7K -316 -2%
PRTG
721
Post Resch Tallon Group
New York
$3.54M -$27.6K -135 -0.8%
FWM
722
FMA Wealth Management
Massachusetts
$3.53M +$64.3K +314 +2%
AIFAIM
723
American Institute for Advanced Investment Management
Arizona
$3.53M -$30.3K -148 -0.9%
AWM
724
Atticus Wealth Management
Florida
$3.5M -$5.32K -26 -0.2%
BFA
725
Benedict Financial Advisors
Georgia
$3.5M -$139K -677 -4%