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Vanguard Dividend Appreciation ETF

2,266 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, 811 increasing their positions, 805 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

1% more repeat investments, than reductions

Existing positions increased: 811 | Existing positions reduced: 805

0% more funds holding

Funds holding: 2,2642,266 (+2)

7% less funds holding in top 10

Funds holding in top 10: 261244 (-17)

Holders
2,266
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
DC
51
Davenport & Co
Virginia
$132M
RSWM
52
Robertson Stephens Wealth Management
California
$131M
William Blair & Company
53
William Blair & Company
Illinois
$130M
PAG
54
Private Advisor Group
New Jersey
$126M
GIM
55
Glenmede Investment Management
Pennsylvania
$123M
MML Investors Services
56
MML Investors Services
Massachusetts
$119M
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$112M
Fifth Third Bancorp
58
Fifth Third Bancorp
Ohio
$107M
Mercer Global Advisors
59
Mercer Global Advisors
Colorado
$96.3M
TPCW
60
TD Private Client Wealth
New York
$94.6M
P
61
&Partners
Tennessee
$94.5M
SFO
62
Stokes Family Office
Louisiana
$91.7M
Franklin Resources
63
Franklin Resources
California
$90.5M
SPIA
64
Steward Partners Investment Advisory
New York
$87.3M
HTC
65
Haverford Trust Company
Pennsylvania
$87.1M
Fidelity Investments
66
Fidelity Investments
Massachusetts
$82.6M
PAS
67
Park Avenue Securities
New York
$73.5M
SAI
68
Systematic Alpha Investments
New Jersey
$72.2M
KAS
69
Kestra Advisory Services
Texas
$72M
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$71.3M
HSWM
71
Hubbell Strickland Wealth Management
Louisiana
$71.2M
CWM
72
Congress Wealth Management
Massachusetts
$70.8M
IC
73
IEQ Capital
California
$70.1M
EA
74
Enclave Advisors
Texas
$67.8M
3F
75
360 Financial
Minnesota
$67.8M