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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 %
DC
51
Davenport & Co
Virginia
$132M +$5.31M +25,941 +4%
RSWM
52
Robertson Stephens Wealth Management
California
$131M -$5.64M -27,422 -4%
William Blair & Company
53
William Blair & Company
Illinois
$130M -$1.3M -6,358 -1%
PAG
54
Private Advisor Group
New Jersey
$126M +$2.67M +13,037 +2%
GIM
55
Glenmede Investment Management
Pennsylvania
$123M +$123M +600,261 New
MML Investors Services
56
MML Investors Services
Massachusetts
$119M +$3.75M +18,328 +3%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$112M +$1.04M +5,073 +0.9%
Fifth Third Bancorp
58
Fifth Third Bancorp
Ohio
$107M -$2.34M -11,423 -2%
Mercer Global Advisors
59
Mercer Global Advisors
Colorado
$96.3M +$4.95M +24,167 +5%
TPCW
60
TD Private Client Wealth
New York
$94.6M +$1.25M +6,122 +1%
P
61
&Partners
Tennessee
$94.5M +$11.1M +54,038 +13%
SFO
62
Stokes Family Office
Louisiana
$91.7M -$9.03M -44,127 -9%
Franklin Resources
63
Franklin Resources
California
$90.5M -$1.97M -9,636 -2%
SPIA
64
Steward Partners Investment Advisory
New York
$87.3M +$4.32M +21,093 +5%
HTC
65
Haverford Trust Company
Pennsylvania
$87.1M +$3.06M +14,930 +4%
Fidelity Investments
66
Fidelity Investments
Massachusetts
$82.6M +$4.1M +20,026 +5%
PAS
67
Park Avenue Securities
New York
$73.5M +$73.5M +359,315 New
SAI
68
Systematic Alpha Investments
New Jersey
$72.2M
KAS
69
Kestra Advisory Services
Texas
$72M -$9.08M -44,348 -11%
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$71.3M +$8.25M +40,312 +13%
HSWM
71
Hubbell Strickland Wealth Management
Louisiana
$71.2M -$508K -2,484 -0.7%
CWM
72
Congress Wealth Management
Massachusetts
$70.8M +$2.16M +10,561 +3%
IC
73
IEQ Capital
California
$70.1M -$827K -4,041 -1%
EA
74
Enclave Advisors
Texas
$67.8M -$7.86M -38,376 -10%
3F
75
360 Financial
Minnesota
$67.8M +$2.3M +11,236 +4%