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Vanguard Dividend Appreciation ETF

2,254 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, 807 increasing their positions, 802 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,254
Holders Change
-5
Holders Change %
-0.22%
% of All Funds
30.21%
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
807
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 %
LBC
1126
Lowe Brockenbrough & Co
Virginia
$1.23M +$81.9K +400 +7%
LWA
1127
Ledgewood Wealth Advisors
New Hampshire
$1.23M -$22.3K -109 -2%
GWA
1128
Gutierrez Wealth Advisory
Arkansas
$1.23M +$1.23M +6,004 New
V
1129
ViaWealth
Kansas
$1.23M -$109K -532 -8%
BPAMU
1130
BTG Pactual Asset Management US
New York
$1.22M
FAG
1131
Fortitude Advisory Group
Washington
$1.22M +$50.1K +245 +4%
IP
1132
Ignite Planners
California
$1.22M +$175K +851 +17%
SAM
1133
Secure Asset Management
Michigan
$1.22M +$141K +690 +13%
LFS
1134
Littlejohn Financial Services
Oregon
$1.22M +$17.8K +87 +1%
EL
1135
Essex LLC
Illinois
$1.21M
EFG
1136
Ethos Financial Group
Pennsylvania
$1.21M -$805K -3,916 -40%
OCM
1137
Objective Capital Management
Ohio
$1.21M -$39.9K -195 -3%
GDP
1138
Great Diamond Partners
Maine
$1.19M -$26.8K -131 -2%
QWM
1139
Quaker Wealth Management
New Jersey
$1.19M +$1.19M +5,831 New
USCWA
1140
U.S. Capital Wealth Advisors
Texas
$1.19M -$2.2M -10,736 -65%
BCMLT
1141
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.19M -$199K -973 -14%
DWP
1142
Daymark Wealth Partners
Ohio
$1.19M +$6.75K +33 +0.6%
CWA
1143
Core Wealth Advisors
Florida
$1.19M +$123K +600 +12%
NA
1144
Novus Advisors
South Carolina
$1.18M -$1.39M -6,775 -54%
CWM
1145
Collaborative Wealth Management
Florida
$1.18M -$137K -667 -10%
KCM
1146
Kathmere Capital Management
Pennsylvania
$1.18M +$288K +1,409 +32%
Squarepoint
1147
Squarepoint
New York
$1.18M +$1.18M +5,768 New
AWP
1148
Abacus Wealth Partners
California
$1.17M +$2.46K +12 +0.2%
EFL
1149
ERn Financial LLC
Wisconsin
$1.17M -$5.12K -25 -0.4%
SLA
1150
Silver Lake Advisory
Utah
$1.17M +$122K +598 +12%