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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 %
KOMWMG
1176
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.12M +$163K +794 +17%
IPA
1177
Investment Planning Advisors
Georgia
$1.12M +$254K +1,242 +29%
WB
1178
Webster Bank
Connecticut
$1.12M -$16.4K -80 -1%
SP
1179
Successful Portfolios
Florida
$1.11M +$146K +711 +15%
MHIC
1180
Marble Harbor Investment Counsel
Massachusetts
$1.11M +$94.6K +462 +9%
SCA
1181
Sage Capital Advisors
South Dakota
$1.11M
SB
1182
Simmons Bank
Arkansas
$1.1M -$303K -1,479 -22%
IFWM
1183
Institute for Wealth Management
Colorado
$1.1M +$614 +3 +0.1%
RT
1184
Rockland Trust
Massachusetts
$1.09M -$199K -972 -15%
SPI
1185
Sutton Place Investors
New York
$1.09M
MLL
1186
Moody Lynn & Lieberson
Massachusetts
$1.09M
WFA
1187
Wells Financial Advisors
Massachusetts
$1.08M
TW
1188
Towerpoint Wealth
California
$1.08M +$39.9K +195 +4%
OCM
1189
Orser Capital Management
Texas
$1.08M +$1.08M +5,285 New
ORC
1190
O'Rourke & Company
Massachusetts
$1.08M
ML
1191
McAdam LLC
Pennsylvania
$1.08M +$204K +998 +23%
USB
1192
Union Savings Bank
Connecticut
$1.08M
FPGK
1193
Financial Partners Group (Kansas)
Kansas
$1.07M -$18.4K -90 -2%
PMWMG
1194
Parr McKnight Wealth Management Group
Minnesota
$1.07M -$36.4K -178 -3%
RWP
1195
Revolve Wealth Partners
New Jersey
$1.06M
MFWP
1196
Mosaic Family Wealth Partners
Missouri
$1.06M
SFS
1197
Strategic Financial Services
New York
$1.06M -$63.2K -309 -6%
AI
1198
Accredited Investors
Minnesota
$1.05M -$51K -249 -5%
ES
1199
Eagle Strategies
New York
$1.05M -$4.71K -23 -0.4%
WIM
1200
WealthPlan Investment Management
Nebraska
$1.05M -$444K -2,170 -30%