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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 %
CCWM
951
Cassaday & Co Wealth Management
Virginia
$1.88M -$158K -770 -8%
RA
952
RFG Advisory
Alabama
$1.88M -$1.12M -5,490 -37%
NCM
953
Novare Capital Management
North Carolina
$1.87M -$64.7K -316 -3%
SWM
954
Sagace Wealth Management
Florida
$1.87M -$239K -1,166 -11%
BAG
955
Bridgewealth Advisory Group
California
$1.87M +$341K +1,665 +22%
BWM
956
BNC Wealth Management
Oregon
$1.85M +$304K +1,485 +20%
RIA
957
Realta Investment Advisors
Delaware
$1.85M -$3.48K -17 -0.2%
BTI
958
Blue Trust Inc
Georgia
$1.83M +$291K +1,423 +19%
BCI
959
Brinker Capital Investments
Pennsylvania
$1.83M -$807K -3,944 -31%
SM
960
Sweeney & Michel
California
$1.83M +$4.94K +24 +0.3%
AWMT
961
AAFMAA Wealth Management & Trust
North Carolina
$1.82M +$726K +3,547 +66%
TA
962
TPG Advisors
Illinois
$1.82M +$10.2K +50 +0.6%
NRW
963
Nova R Wealth
Kansas
$1.82M -$29.9K -146 -2%
SC
964
Sepio Capital
Utah
$1.81M +$1.64K +8 +0.1%
DDC
965
DF Dent & Co
Maryland
$1.8M +$288K +1,408 +19%
SAM
966
Smartleaf Asset Management
Massachusetts
$1.8M +$7.75K +38 +0.4%
BAM
967
BOS Asset Management
Illinois
$1.8M +$5.73K +28 +0.3%
SG
968
Stanich Group
New York
$1.79M -$88.7K -430 -5%
TCMP
969
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.79M +$684K +3,343 +62%
CWS
970
Cypress Wealth Services
California
$1.79M +$7.98K +39 +0.4%
TWA
971
Talisman Wealth Advisors
New Jersey
$1.78M
WSFS
972
Wilmington Savings Fund Society
Delaware
$1.77M -$1.17M -5,716 -40%
MEAC
973
M.E. Allison & Co
Texas
$1.77M +$40.9K +200 +2%
WB
974
WesBanco Bank
West Virginia
$1.76M +$331K +1,619 +23%
AWM
975
Angeles Wealth Management
California
$1.75M -$52.2K -255 -3%