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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 %
OC
751
Optima Capital
Oregon
$3.31M +$431K +2,097 +15%
HIA
752
Harbor Investment Advisory
Maryland
$3.3M -$211K -1,032 -6%
WBCM
753
Wilson & Boucher Capital Management
California
$3.27M +$15.4K +75 +0.5%
ET
754
Equitable Trust
Tennessee
$3.27M
ATC
755
Argent Trust Co
Tennessee
$3.27M +$95.2K +465 +3%
FF
756
Friday Financial
Iowa
$3.26M +$48.7K +238 +2%
ACM
757
Advisors Capital Management
New Jersey
$3.26M +$320K +1,562 +11%
SWA
758
Sax Wealth Advisors
New Jersey
$3.25M +$210K +1,028 +7%
FAM
759
Formidable Asset Management
Ohio
$3.25M
CCA
760
Childress Capital Advisors
Texas
$3.24M -$379K -1,850 -10%
SCA
761
St. Clair Advisors
Ohio
$3.24M -$102K -500 -3%
AFM
762
Aspetuck Financial Management
Connecticut
$3.22M -$82.9K -405 -3%
AFG
763
Atomi Financial Group
New York
$3.19M +$13.9K +68 +0.4%
AWM
764
Axxcess Wealth Management
California
$3.18M +$26.4K +129 +0.8%
JFGIW
765
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.17M -$266K -1,293 -8%
SWA
766
Sterling Wealth Advisors
Florida
$3.17M -$125K -605 -4%
GEA
767
Glen Eagle Advisors
New Jersey
$3.17M -$70.2K -343 -2%
AWP
768
Axis Wealth Partners
Rhode Island
$3.17M -$85.5K -418 -3%
TP
769
Tranquility Partners
Tennessee
$3.16M +$38.7K +189 +1%
LAM
770
LOM Asset Management
$3.16M +$3.16M +15,449 New
LP
771
LGL Partners
Pennsylvania
$3.14M -$92.7K -450 -3%
WMWM
772
Wilkins Miller Wealth Management
Alabama
$3.11M +$122K +597 +4%
SIG
773
Stonegate Investment Group
Alabama
$3.08M +$38.7K +189 +1%
IWP
774
Innova Wealth Partners
Pennsylvania
$3.07M +$211K +1,030 +7%
RFM
775
Royal Fund Management
Florida
$3.06M +$22.1K +108 +0.7%