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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 %
CL
726
Choreo LLC
Illinois
$3.49M -$97.2K -473 -3%
HP
727
Holistic Planning
Texas
$3.49M +$568K +2,777 +19%
GWA
728
Gratus Wealth Advisors
Virginia
$3.48M
DFG
729
Dupree Financial Group
Kentucky
$3.46M -$19.4K -95 -0.6%
LRPA
730
L. Roy Papp & Associates
Arizona
$3.45M -$1.84K -9 -0.1%
FGG
731
Financial Guidance Group
Florida
$3.45M -$6.14K -30 -0.2%
CCM
732
Cambridge Capital Management
Illinois
$3.45M -$2.05K -10 -0.1%
CWM
733
Centurion Wealth Management
Virginia
$3.44M +$115K +560 +3%
HAM
734
Hickory Asset Management
Ohio
$3.44M -$77.8K -380 -2%
CF
735
Centaurus Financial
California
$3.43M -$192K -940 -5%
CAC
736
Certified Advisory Corp
Florida
$3.41M -$1.47M -7,178 -30%
BFS
737
BridgePort Financial Solutions
Iowa
$3.41M +$8.19K +40 +0.2%
CWMS
738
Cannon Wealth Management Services
North Carolina
$3.41M +$111K +541 +3%
SC
739
Sapient Capital
Indiana
$3.41M +$655K +3,186 +24%
FWM
740
Fonville Wealth Management
Virginia
$3.4M -$52.8K -258 -2%
PB
741
Pinnacle Bancorp
Nebraska
$3.39M +$43.2K +211 +1%
IC
742
Iconiq Capital
California
$3.37M -$27.4K -134 -0.8%
FF
743
Farrell Financial
New York
$3.37M -$1.02K -5 -0%
MCC
744
Money Concepts Capital
Florida
$3.36M +$142K +695 +4%
BCP
745
Blue Chip Partners
Michigan
$3.36M +$16K +78 +0.5%
PFA
746
Pure Financial Advisors
California
$3.35M +$1.97M +9,634 +143%
PWMAG
747
Pinnacle Wealth Management Advisory Group
New Jersey
$3.35M -$85.8K -419 -2%
SQA
748
Simon Quick Advisors
New Jersey
$3.34M -$76.8K -375 -2%
BB
749
Berkshire Bank
Massachusetts
$3.33M +$1.13M +5,507 +51%
KFS
750
Kaizen Financial Strategies
California
$3.33M -$218K -1,065 -6%