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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 %
FL
976
FreeGulliver LLC
Louisiana
$1.75M -$5.47M -26,728 -76%
BF
977
Baring Financial
Washington
$1.75M +$22.9K +112 +1%
RWIA
978
Roger Wittlin Investment Advisory
California
$1.75M -$11.5K -56 -0.7%
KP
979
Keel Point
Alabama
$1.74M +$433K +2,116 +33%
CFD
980
Creative Financial Designs
Indiana
$1.73M -$23.5K -115 -1%
CC
981
Chicago Capital
Illinois
$1.72M +$96.2K +470 +6%
TDC
982
Thompson Davis & Co
Virginia
$1.72M +$189K +925 +12%
MWM
983
MOKAN Wealth Management
Kansas
$1.72M +$149K +728 +9%
AIM
984
Avity Investment Management
Connecticut
$1.72M +$56.3K +275 +3%
CIC
985
Cutler Investment Counsel
Oregon
$1.71M +$3.49K +17 +0.2%
IF
986
Integrity Financial
Wyoming
$1.7M +$503K +2,447 +42%
CIAS
987
CFS Investment Advisory Services
New Jersey
$1.7M +$259K +1,265 +18%
JIP
988
Jaffetilchin Investment Partners
Florida
$1.69M +$9.62K +47 +0.6%
HTWM
989
Hartmann Taylor Wealth Management
Texas
$1.69M -$1.23K -6 -0.1%
RMF
990
Red Mountain Financial
Colorado
$1.69M +$102K +500 +6%
KMWM
991
Keudell/Morrison Wealth Management
Oregon
$1.69M -$114K -555 -6%
GWM
992
GK Wealth Management
Nevada
$1.67M +$94.8K +463 +6%
M
993
MOTCO
Texas
$1.67M -$2.47K -12 -0.1%
IA
994
Insight Advisors
Pennsylvania
$1.66M -$559K -2,729 -25%
MA
995
MONECO Advisors
Connecticut
$1.66M -$120K -584 -7%
WMG
996
WESCAP Management Group
California
$1.65M +$262K +1,279 +19%
MWG
997
Martin Worley Group
Utah
$1.65M +$21.1K +103 +1%
SHGA
998
Sand Hill Global Advisors
California
$1.65M -$197K -964 -11%
AP
999
Arlington Partners
Alabama
$1.64M -$3.68M -18,000 -69%
ARC
1000
Advisor Resource Council
Texas
$1.64M -$18.3M -89,339 -92%