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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 %
HCM
876
Hicks Capital Management
Ohio
$2.34M -$227K -1,110 -9%
GC
877
Grimes & Company
Massachusetts
$2.33M +$83.7K +409 +4%
FB
878
Finward Bancorp
Indiana
$2.32M +$167K +816 +8%
EIA
879
Eldridge Investment Advisors
New Hampshire
$2.32M -$17.4K -85 -0.7%
EWM
880
Empirical Wealth Management
Washington
$2.32M -$206K -1,008 -8%
CT
881
Colonial Trust
South Carolina
$2.31M +$5.73K +28 +0.2%
FCP
882
Fidelis Capital Partners
Florida
$2.3M +$70.8K +342 +3%
KF
883
Krilogy Financial
Missouri
$2.29M -$47.1K -230 -2%
GAG
884
GM Advisory Group
New York
$2.29M +$456K +2,228 +25%
EFG
885
Ehrlich Financial Group
California
$2.29M -$1.38M -6,727 -38%
GS
886
GWN Securities
Florida
$2.28M -$3M -14,560 -57%
PCP
887
Proficio Capital Partners
Massachusetts
$2.28M -$409K -2,000 -15%
SSWM
888
Smith Salley Wealth Management
North Carolina
$2.27M -$3.28K -16 -0.1%
WAM
889
Weinberger Asset Management
California
$2.27M -$89.2K -436 -4%
TFS
890
Thoroughbred Financial Services
Tennessee
$2.25M -$387K -1,891 -15%
MA
891
MKT Advisors
California
$2.24M -$67.6K -328 -3%
WCFA
892
Walkner Condon Financial Advisors
Wisconsin
$2.23M -$111K -543 -5%
PTC
893
Private Trust Company
Ohio
$2.23M -$235K -1,149 -10%
NAS
894
Nicolet Advisory Services
Wisconsin
$2.23M -$122K -598 -5%
USAA
895
United Services Automobile Association
Texas
$2.22M -$72.7K -355 -3%
PGWM
896
Pitti Group Wealth Management
New York
$2.22M +$122K +596 +6%
WCP
897
Wealthcare Capital Partners
Pennsylvania
$2.21M +$13.3K +65 +0.6%
DWAM
898
Duncan Williams Asset Management
Tennessee
$2.21M -$136K -666 -6%
WJWM
899
Williams Jones Wealth Management
New York
$2.2M -$61.4K -300 -3%
CCT
900
Capital City Trust
Florida
$2.2M +$536K +2,617 +32%