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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 %
LSA
851
Lion Street Advisors
Texas
$2.49M
JPLA
852
Joseph P. Lucia & Associates
New York
$2.49M
BI
853
Ballast Inc
Kentucky
$2.49M +$1.85M +9,028 +289%
BCM
854
Becker Capital Management
Oregon
$2.48M +$117K +570 +5%
WOSD
855
WFA of San Diego
California
$2.47M +$2.47M +12,050 New
EWA
856
EQ Wealth Advisors
Texas
$2.45M -$582K -2,844 -19%
CPIA
857
Cornell Pochily Investment Advisors
New York
$2.45M -$56.5K -276 -2%
SIS
858
Strategic Investment Solutions
Illinois
$2.44M -$511K -2,494 -17%
MCA
859
MSH Capital Advisors
Arizona
$2.44M +$484K +2,363 +25%
SWP
860
Strategic Wealth Partners
Ohio
$2.43M +$2.43M +11,853 New
GLA
861
Great Lakes Advisors
Illinois
$2.42M +$15.8K +77 +0.7%
VV
862
Verity & Verity
South Carolina
$2.42M +$107K +521 +5%
NS
863
NBC Securities
Alabama
$2.41M +$458K +2,238 +23%
WB
864
West Bancorporation
Iowa
$2.4M -$7.57K -37 -0.3%
GGS
865
Galvin Gaustad & Stein
Arizona
$2.4M +$72.7K +355 +3%
FA
866
FC Advisory
Pennsylvania
$2.39M +$132K +643 +6%
NL
867
NWAM LLC
Washington
$2.39M +$217K +1,060 +10%
CWMGO
868
Capstone Wealth Management Group (Oregon)
Oregon
$2.38M -$11.1K -54 -0.5%
CA
869
CGN Advisors
Kansas
$2.38M -$217K -1,062 -8%
RGC
870
Roberts, Glore & Co
Illinois
$2.37M -$16.4K -80 -0.7%
MAM
871
Madison Asset Management
Wisconsin
$2.37M -$3.68M -18,001 -61%
CIAS
872
Capital Investment Advisory Services
North Carolina
$2.35M -$130K -635 -5%
LA
873
Latitude Advisors
Florida
$2.35M +$14.5K +71 +0.6%
FIA
874
Foundations Investment Advisors
Arizona
$2.34M -$3.22M -15,752 -58%
FNT
875
First National Trust
Pennsylvania
$2.34M -$12.9K -63 -0.5%