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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 %
BWM
1026
Birchcreek Wealth Management
Ohio
$1.54M
AWA
1027
ARQ Wealth Advisors
Arizona
$1.53M
MF
1028
Montis Financial
Massachusetts
$1.53M
LSA
1029
Lansing Street Advisors
Pennsylvania
$1.53M
FCH
1030
Freestone Capital Holdings
Washington
$1.53M -$537K -2,622 -26%
RCYC
1031
Richard C. Young & Co
Rhode Island
$1.52M +$91.7K +448 +6%
ONSWM
1032
Old North State Wealth Management
North Carolina
$1.52M -$10.2K -50 -0.7%
VA
1033
Vident Advisory
Georgia
$1.52M -$127K -619 -8%
BF
1034
BOK Financial
Oklahoma
$1.52M -$399K -1,950 -21%
RI
1035
Ridgewood Investments
New Jersey
$1.52M +$248K +1,214 +20%
CFS
1036
Compass Financial Services
Iowa
$1.5M -$21.5K -105 -1%
FAB
1037
First American Bank
Illinois
$1.5M
TIA
1038
Traphagen Investment Advisors
New Jersey
$1.5M +$134K +654 +10%
AWA
1039
Arbor Wealth Advisors
Michigan
$1.49M
SCM
1040
Saxony Capital Management
Missouri
$1.49M +$658K +3,213 +79%
OCPWS
1041
One Charles Private Wealth Services
Massachusetts
$1.49M -$15.6K -76 -1%
DC
1042
Darrow Company
Massachusetts
$1.48M
MAM
1043
Mystic Asset Management
Rhode Island
$1.48M +$6.14K +30 +0.4%
LFG
1044
Larson Financial Group
Missouri
$1.48M -$4.3K -21 -0.3%
TC
1045
TownSquare Capital
Utah
$1.48M -$24.6M -120,393 -94%
NWA
1046
Navis Wealth Advisors
New York
$1.48M
MWAM
1047
Manhattan West Asset Management
California
$1.47M +$34.6K +169 +2%
LSPW
1048
Lake Street Private Wealth
Illinois
$1.46M -$10.2K -50 -0.7%
FCA
1049
Fortis Capital Advisors
Kansas
$1.45M +$52K +254 +4%
FFO
1050
Fiduciary Family Office
Florida
$1.45M +$159K +775 +12%