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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
EFG
1126
Everhart Financial Group
Ohio
$1.24M
AssetMark Inc
1127
AssetMark Inc
California
$1.24M
TC
1128
Tenret Company
Florida
$1.24M
SFG
1129
Sovereign Financial Group
Connecticut
$1.23M
CPA
1130
Clear Point Advisors
New York
$1.23M
PMG
1131
Private Management Group
California
$1.23M
LBC
1132
Lowe Brockenbrough & Co
Virginia
$1.23M
LWA
1133
Ledgewood Wealth Advisors
New Hampshire
$1.23M
GWA
1134
Gutierrez Wealth Advisory
Arkansas
$1.23M
V
1135
ViaWealth
Kansas
$1.23M
BPAMU
1136
BTG Pactual Asset Management US
New York
$1.22M
FAG
1137
Fortitude Advisory Group
Washington
$1.22M
IP
1138
Ignite Planners
California
$1.22M
SAM
1139
Secure Asset Management
Michigan
$1.22M
LFS
1140
Littlejohn Financial Services
Oregon
$1.22M
I
1141
INVST
Indiana
$1.21M
EL
1142
Essex LLC
Illinois
$1.21M
EFG
1143
Ethos Financial Group
Pennsylvania
$1.21M
OCM
1144
Objective Capital Management
Ohio
$1.21M
GDP
1145
Great Diamond Partners
Maine
$1.19M
QWM
1146
Quaker Wealth Management
New Jersey
$1.19M
USCWA
1147
U.S. Capital Wealth Advisors
Texas
$1.19M
BCMLT
1148
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.19M
DWP
1149
Daymark Wealth Partners
Ohio
$1.19M
CWA
1150
Core Wealth Advisors
Florida
$1.19M