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Vanguard Dividend Appreciation ETF

2,276 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, 817 increasing their positions, 804 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,276
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
WMWM
776
Wilkins Miller Wealth Management
Alabama
$3.11M
SIG
777
Stonegate Investment Group
Alabama
$3.08M
IWP
778
Innova Wealth Partners
Pennsylvania
$3.07M
RFM
779
Royal Fund Management
Florida
$3.06M
PJSIMP
780
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.06M
TFA
781
Tobias Financial Advisors
Florida
$3.05M
AAG
782
Armstrong Advisory Group
Massachusetts
$3.03M
JCM
783
Jacobi Capital Management
Pennsylvania
$3.03M
SW
784
Simplicity Wealth
New Jersey
$3.01M
CHAM
785
Clear Harbor Asset Management
Connecticut
$3M
MFA
786
Mayflower Financial Advisors
Massachusetts
$2.99M
WS
787
Wedbush Securities
California
$2.98M
LWCFA
788
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.97M
SHFA
789
SC&H Financial Advisors
Maryland
$2.96M
GCL
790
Gouws Capital LLC
North Carolina
$2.95M
TGAM
791
TBH Global Asset Management
Tennessee
$2.95M
KL
792
KWMG LLC
Kansas
$2.95M
AF
793
Apexium Financial
Texas
$2.94M
HWM
794
Hohimer Wealth Management
Washington
$2.93M
SA
795
Sovran Advisors
California
$2.91M
CSC
796
Caldwell Sutter Capital
California
$2.9M
FNBT
797
FineMark National Bank & Trust
Florida
$2.9M
DWT
798
Dorsey & Whitney Trust
South Dakota
$2.9M
NMCM
799
Nicholson Meyer Capital Management
Missouri
$2.89M
BWM
800
Base Wealth Management
Florida
$2.88M