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Vanguard Dividend Appreciation ETF

2,244 hedge funds and large institutions have $42.4B invested in Vanguard Dividend Appreciation ETF in 2025 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 802 increasing their positions, 800 reducing their positions, and 78 closing their positions.

Holders
2,244
Holders Change
-13
Holders Change %
-0.58%
% of All Funds
30.14%
Holding in Top 10
243
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-6.9%
% of All Funds
3.26%
New
122
Increased
802
Reduced
800
Closed
78
Calls
$46.9M
Puts
$9.25M
Net Calls
+$37.7M
Net Calls Change
-$63.2M
Name Market Value Shares Shares
Change
Shares
Change %
NA
76
NewEdge Advisors
Louisiana
$66.8M 326,402 +9,256 +3%
PCMC
77
Paragon Capital Management (Colorado)
Colorado
$66.5M 324,693 -7,716 -2%
PWP
78
Perfromance Wealth Partners
Illinois
$66.3M 324,150 +2,919 +0.9%
BCM
79
Brookstone Capital Management
Illinois
$62.6M 305,764 -3,311 -1%
BWFA
80
Baltimore-Washington Financial Advisors
Maryland
$61.2M 299,135 +6,358 +2%
BMM
81
Berkshire Money Management
Massachusetts
$58.1M 284,097 +552 +0.2%
AO
82
Advisor OS
Illinois
$57.1M 279,204 +3,737 +1%
BPA
83
Beacon Pointe Advisors
California
$57.1M 278,828 -649 -0.2%
MA
84
MJP Associates
Connecticut
$56.2M 274,684 +8,387 +3%
PP
85
PDS Planning
Ohio
$55.6M 271,783 +4,027 +2%
PWA
86
Provenance Wealth Advisors
Florida
$55.6M 271,636 -50,735 -16%
RCA
87
Resonant Capital Advisors
Wisconsin
$55.3M 269,307 +9,051 +3%
PA
88
Planning Alternatives
Michigan
$54.8M 267,604 +1,877 +0.7%
EH
89
Equitable Holdings
New York
$54.4M 265,569 +21,036 +9%
Pathstone Holdings
90
Pathstone Holdings
New Jersey
$53.8M 369,667 +139,510 +61%
US Bancorp
91
US Bancorp
Minnesota
$52.8M 257,907 +21,828 +9%
EK
92
Evensky & Katz
Florida
$52.4M 255,948 -1,395 -0.5%
WA
93
Wealth Architects
California
$51.1M 249,760 +12,003 +5%
SFA
94
Sequoia Financial Advisors
Ohio
$51M 249,241 +57,107 +30%
GI
95
GLOBALT Investments
Georgia
$50.6M 247,352 -9,525 -4%
PWP
96
Principle Wealth Partners
Connecticut
$49.8M 243,543 +853 +0.4%
BWM
97
Buska Wealth Management
Wisconsin
$48.7M 237,865 +6,108 +3%
APP
98
Avantax Planning Partners
Iowa
$48.5M 237,140 +66,504 +39%
NEPWA
99
New England Private Wealth Advisors
Massachusetts
$47.5M 228,833 +707 +0.3%
RA
100
Rational Advisors
New York
$46.9M 229,140 -5,563 -2%