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Vanguard Dividend Appreciation ETF

2,276 hedge funds and large institutions have $42.3B invested in Vanguard Dividend Appreciation ETF in 2025 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 817 increasing their positions, 804 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,276
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
244
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$99.7M
Puts
$22.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCMC
76
Paragon Capital Management (Colorado)
Colorado
$66.5M
PWP
77
Perfromance Wealth Partners
Illinois
$66.3M
BCM
78
Brookstone Capital Management
Illinois
$62.6M
BWFA
79
Baltimore-Washington Financial Advisors
Maryland
$61.2M
BMM
80
Berkshire Money Management
Massachusetts
$58.1M
AO
81
Advisor OS
Illinois
$57.1M
BPA
82
Beacon Pointe Advisors
California
$57.1M
MA
83
MJP Associates
Connecticut
$56.2M
PP
84
PDS Planning
Ohio
$55.6M
PWA
85
Provenance Wealth Advisors
Florida
$55.6M
RCA
86
Resonant Capital Advisors
Wisconsin
$55.3M
PA
87
Planning Alternatives
Michigan
$54.8M
EH
88
Equitable Holdings
New York
$54.4M
Pathstone Holdings
89
Pathstone Holdings
New Jersey
$53.8M
US Bancorp
90
US Bancorp
Minnesota
$52.8M
EK
91
Evensky & Katz
Florida
$52.4M
WA
92
Wealth Architects
California
$51.1M
SFA
93
Sequoia Financial Advisors
Ohio
$51M
GI
94
GLOBALT Investments
Georgia
$50.6M
PWP
95
Principle Wealth Partners
Connecticut
$49.8M
BWM
96
Buska Wealth Management
Wisconsin
$48.7M
APP
97
Avantax Planning Partners
Iowa
$48.5M
NEPWA
98
New England Private Wealth Advisors
Massachusetts
$47.5M
RA
99
Rational Advisors
New York
$46.9M
Northern Trust
100
Northern Trust
Illinois
$46.4M