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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
JBA
801
Johnson Bixby & Associates
Washington
$2.87M
NRI
802
NFP Retirement Inc
California
$2.86M
RC
803
Roundview Capital
New Jersey
$2.85M
OCG
804
Opus Capital Group
Ohio
$2.84M
AWM
805
Accel Wealth Management
Iowa
$2.83M
GL
806
Graypoint LLC
New York
$2.82M
LCAM
807
London & Capital Asset Management
United Kingdom
$2.8M
AF
808
Affiance Financial
Minnesota
$2.79M
CNBTD
809
Citizens National Bank Trust Department
Mississippi
$2.78M
RZH
810
Relyea Zuckerberg Hanson
Connecticut
$2.78M
CWM
811
Centricity Wealth Management
Ohio
$2.78M
LW
812
Linscomb Wealth
Texas
$2.77M
PHS
813
Pekin Hardy Strauss
Illinois
$2.77M
EWA
814
Exencial Wealth Advisors
Oklahoma
$2.76M
BBWP
815
Beacon Bridge Wealth Partners
Pennsylvania
$2.74M
LWMNY
816
Landmark Wealth Management (New York)
New York
$2.74M
TAM
817
Tocqueville Asset Management
New York
$2.73M
NCM
818
Next Capital Management
New York
$2.73M
ACA
819
Atlas Capital Advisors
Wyoming
$2.72M
LWP
820
LeClair Wealth Partners
Ohio
$2.72M
Empower Advisory Group
821
Empower Advisory Group
Colorado
$2.7M
RWM
822
Ritholtz Wealth Management
New York
$2.69M
CM
823
Cornerstone Management
Georgia
$2.69M
BSHC
824
Breed's Hill Capital
Massachusetts
$2.68M
PAI
825
Pittenger & Anderson Inc
Nebraska
$2.68M