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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 %
Thrivent Financial for Lutherans
926
Thrivent Financial for Lutherans
Minnesota
$2.03M -$442K -2,160 -18%
RMCM
927
Reynders McVeigh Capital Management
Massachusetts
$2.03M -$322K -1,573 -14%
CFCI
928
Comprehensive Financial Consultants Institutional
Indiana
$2.02M -$23.5K -115 -1%
ICM
929
IMS Capital Management
Oregon
$2.01M +$6.35K +31 +0.3%
SI
930
Saxon Interests
Texas
$2M
WIA
931
Wetzel Investment Advisors
Indiana
$2M -$431K -2,095 -18%
TA
932
TFG Advisers
Michigan
$1.98M -$5.53K -27 -0.3%
FFA
933
Founders Financial Alliance
North Carolina
$1.98M +$46.7K +228 +2%
RIA
934
RPG Investment Advisory
California
$1.97M -$1.62M -7,919 -45%
SWM
935
Silverlake Wealth Management
Vermont
$1.97M +$559K +2,733 +40%
PCI
936
Planning Center Inc
Illinois
$1.97M -$51.4K -251 -3%
TA
937
TrueWealth Advisors
Alabama
$1.96M -$50.1K -245 -2%
JGCM
938
Joseph Group Capital Management
Ohio
$1.96M -$98K -479 -5%
WWA
939
Wingate Wealth Advisors
Massachusetts
$1.96M +$289K +1,411 +17%
VFPW
940
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.96M +$23.1K +113 +1%
VFIC
941
Valley Forge Investment Consultants
Pennsylvania
$1.94M -$18.2K -89 -0.9%
PCH
942
PGIM Custom Harvest
New Jersey
$1.94M -$356K -1,738 -15%
RRA
943
Round Rock Advisors
Connecticut
$1.94M -$291K -1,424 -13%
CAI
944
Capital Advisors Inc
Oklahoma
$1.94M
IF
945
IRON Financial
Illinois
$1.93M +$456K +2,230 +31%
AG
946
Ascent Group
Virginia
$1.93M -$11.3K -55 -0.6%
SIG
947
Spinnaker Investment Group
California
$1.92M -$382K -1,864 -17%
FA
948
Fiduciary Alliance
South Carolina
$1.91M +$936K +4,572 +96%
FGA
949
Fortis Group Advisors
New Jersey
$1.89M -$743K -3,609 -28%
PWM
950
Power Wealth Management
Georgia
$1.89M -$218K -1,065 -10%