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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 %
GL
801
Graypoint LLC
New York
$2.82M -$532K -2,599 -16%
LCAM
802
London & Capital Asset Management
United Kingdom
$2.8M -$57.3K -280 -2%
AF
803
Affiance Financial
Minnesota
$2.79M
CNBTD
804
Citizens National Bank Trust Department
Mississippi
$2.78M -$28.4K -139 -1%
RZH
805
Relyea Zuckerberg Hanson
Connecticut
$2.78M +$623K +3,043 +29%
CWM
806
Centricity Wealth Management
Ohio
$2.78M +$188K +919 +7%
LW
807
Linscomb Wealth
Texas
$2.77M -$318K -1,552 -10%
PHS
808
Pekin Hardy Strauss
Illinois
$2.77M +$57.3K +280 +2%
EWA
809
Exencial Wealth Advisors
Oklahoma
$2.76M -$34.8K -170 -1%
BBWP
810
Beacon Bridge Wealth Partners
Pennsylvania
$2.74M -$111K -540 -4%
LWMNY
811
Landmark Wealth Management (New York)
New York
$2.74M -$183K -894 -6%
TAM
812
Tocqueville Asset Management
New York
$2.73M
NCM
813
Next Capital Management
New York
$2.73M
ACA
814
Atlas Capital Advisors
Wyoming
$2.72M +$24.4K +119 +0.9%
LWP
815
LeClair Wealth Partners
Ohio
$2.72M -$10.4K -51 -0.4%
Empower Advisory Group
816
Empower Advisory Group
Colorado
$2.7M -$194K -946 -7%
RWM
817
Ritholtz Wealth Management
New York
$2.69M +$13.9K +68 +0.5%
CM
818
Cornerstone Management
Georgia
$2.69M +$838K +4,094 +45%
BSHC
819
Breed's Hill Capital
Massachusetts
$2.68M
PAI
820
Pittenger & Anderson Inc
Nebraska
$2.68M +$61K +298 +2%
FCAS
821
First Command Advisory Services
Texas
$2.68M -$194K -948 -7%
CGA
822
Crescent Grove Advisors
Illinois
$2.67M
FDCDDQ
823
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.66M +$136K +665 +5%
MC
824
Miramar Capital
Illinois
$2.64M +$383K +1,873 +17%
AR
825
Advisory Research
Illinois
$2.63M