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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
IIC
1026
Ironwood Investment Counsel
Arizona
$1.55M
BCM
1027
Bienville Capital Management
New York
$1.55M
AEPWM
1028
Atlantic Edge Private Wealth Management
Florida
$1.55M
HGWM
1029
Horst & Graben Wealth Management
Oregon
$1.55M
S
1030
Sachetta
Massachusetts
$1.55M
NA
1031
Note Advisors
New York
$1.55M
BWM
1032
Birchcreek Wealth Management
Ohio
$1.54M
AWA
1033
ARQ Wealth Advisors
Arizona
$1.53M
MF
1034
Montis Financial
Massachusetts
$1.53M
LSA
1035
Lansing Street Advisors
Pennsylvania
$1.53M
FCH
1036
Freestone Capital Holdings
Washington
$1.53M
RCYC
1037
Richard C. Young & Co
Rhode Island
$1.52M
ONSWM
1038
Old North State Wealth Management
North Carolina
$1.52M
VA
1039
Vident Advisory
Georgia
$1.52M
BF
1040
BOK Financial
Oklahoma
$1.52M
RI
1041
Ridgewood Investments
New Jersey
$1.52M
CFS
1042
Compass Financial Services
Iowa
$1.5M
FAB
1043
First American Bank
Illinois
$1.5M
TIA
1044
Traphagen Investment Advisors
New Jersey
$1.5M
AWA
1045
Arbor Wealth Advisors
Michigan
$1.49M
SCM
1046
Saxony Capital Management
Missouri
$1.49M
OCPWS
1047
One Charles Private Wealth Services
Massachusetts
$1.49M
DC
1048
Darrow Company
Massachusetts
$1.48M
MAM
1049
Mystic Asset Management
Rhode Island
$1.48M
LFG
1050
Larson Financial Group
Missouri
$1.48M