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Vanguard Dividend Appreciation ETF

2,266 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, 811 increasing their positions, 805 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

1% more repeat investments, than reductions

Existing positions increased: 811 | Existing positions reduced: 805

0% more funds holding

Funds holding: 2,2642,266 (+2)

7% less funds holding in top 10

Funds holding in top 10: 261244 (-17)

Holders
2,266
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
NA
76
NewEdge Advisors
Louisiana
$66.8M
PCMC
77
Paragon Capital Management (Colorado)
Colorado
$66.5M
PWP
78
Perfromance Wealth Partners
Illinois
$66.3M
BCM
79
Brookstone Capital Management
Illinois
$62.6M
BWFA
80
Baltimore-Washington Financial Advisors
Maryland
$61.2M
BMM
81
Berkshire Money Management
Massachusetts
$58.1M
AO
82
Advisor OS
Illinois
$57.1M
BPA
83
Beacon Pointe Advisors
California
$57.1M
MA
84
MJP Associates
Connecticut
$56.2M
PP
85
PDS Planning
Ohio
$55.6M
PWA
86
Provenance Wealth Advisors
Florida
$55.6M
RCA
87
Resonant Capital Advisors
Wisconsin
$55.3M
PA
88
Planning Alternatives
Michigan
$54.8M
EH
89
Equitable Holdings
New York
$54.4M
Pathstone Holdings
90
Pathstone Holdings
New Jersey
$53.8M
US Bancorp
91
US Bancorp
Minnesota
$52.8M
EK
92
Evensky & Katz
Florida
$52.4M
WA
93
Wealth Architects
California
$51.1M
SFA
94
Sequoia Financial Advisors
Ohio
$51M
GI
95
GLOBALT Investments
Georgia
$50.6M
PWP
96
Principle Wealth Partners
Connecticut
$49.8M
BWM
97
Buska Wealth Management
Wisconsin
$48.7M
APP
98
Avantax Planning Partners
Iowa
$48.5M
NEPWA
99
New England Private Wealth Advisors
Massachusetts
$47.5M
RA
100
Rational Advisors
New York
$46.9M