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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
30.2%
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 %
SA
826
SRH Advisors
Kansas
$2.63M
BST
827
Bath Savings Trust
Maine
$2.63M +$222K +1,086 +9%
SCG
828
Sonata Capital Group
Washington
$2.62M -$46K -225 -2%
AIM
829
Anchor Investment Management
South Carolina
$2.62M +$5.73K +28 +0.2%
IAIM
830
International Assets Investment Management
Florida
$2.61M +$77.2K +377 +3%
TFO
831
Tarbox Family Office
California
$2.61M -$37.7K -184 -1%
WFA
832
Wellspring Financial Advisors
Ohio
$2.61M -$1.02K -5 -0%
BWP
833
Burling Wealth Partners
Illinois
$2.6M -$205K -1,000 -7%
BC
834
Bulwark Capital
Florida
$2.58M +$2.58M +12,627 New
SFG
835
Sunburst Financial Group
Alabama
$2.58M
LFP
836
Leeward Financial Partners
Washington
$2.57M -$1.84K -9 -0.1%
HBW
837
Hazlett, Burt & Watson
West Virginia
$2.57M -$21.9K -107 -0.8%
SW
838
SteelPeak Wealth
California
$2.57M +$325K +1,581 +14%
BAM
839
Belpointe Asset Management
Nevada
$2.56M +$260K +1,269 +11%
PAMG
840
Patton Albertson Miller Group
Tennessee
$2.56M -$136K -663 -5%
HCM
841
Hall Capital Management
Rhode Island
$2.55M -$205 -1 -0%
ACP
842
Aviance Capital Partners
Florida
$2.55M -$49.9K -244 -2%
SAA
843
Southeast Asset Advisors
Georgia
$2.54M +$200K +975 +9%
OLA
844
Oliver Luxxe Assets
New Jersey
$2.54M +$6.96K +34 +0.3%
EWM
845
Evercore Wealth Management
New York
$2.54M
TCM
846
Tandem Capital Management
New Jersey
$2.53M -$5.53K -27 -0.2%
CHJWM
847
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.52M +$6.44K +31 +0.3%
VHAM
848
Van Hulzen Asset Management
California
$2.51M -$9.82K -48 -0.4%
SYBT
849
Stock Yards Bank & Trust
Kentucky
$2.5M +$143K +700 +6%
CCM
850
Charter Capital Management
Wisconsin
$2.49M +$2.49M +12,177 New