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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
EWM
1176
Elmwood Wealth Management
California
$1.13M
FB
1177
First Bancorp
Maine
$1.13M
CKAIS
1178
Christensen King & Associates Investment Services
Washington
$1.13M
BWP
1179
Baldwin Wealth Partners
Massachusetts
$1.13M
LCC
1180
Lincoln Capital Corp
Rhode Island
$1.12M
NB
1181
Northwest Bancshares
Pennsylvania
$1.12M
TFM
1182
Trademark Financial Management
Minnesota
$1.12M
KOMWMG
1183
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.12M
IPA
1184
Investment Planning Advisors
Georgia
$1.12M
WB
1185
Webster Bank
Connecticut
$1.12M
SP
1186
Successful Portfolios
Florida
$1.11M
MHIC
1187
Marble Harbor Investment Counsel
Massachusetts
$1.11M
SCA
1188
Sage Capital Advisors
South Dakota
$1.11M
SB
1189
Simmons Bank
Arkansas
$1.1M
IFWM
1190
Institute for Wealth Management
Colorado
$1.1M
RT
1191
Rockland Trust
Massachusetts
$1.09M
SPI
1192
Sutton Place Investors
New York
$1.09M
MLL
1193
Moody Lynn & Lieberson
Massachusetts
$1.09M
WFA
1194
Wells Financial Advisors
Massachusetts
$1.08M
TW
1195
Towerpoint Wealth
California
$1.08M
OCM
1196
Orser Capital Management
Texas
$1.08M
ORC
1197
O'Rourke & Company
Massachusetts
$1.08M
ML
1198
McAdam LLC
Pennsylvania
$1.08M
USB
1199
Union Savings Bank
Connecticut
$1.08M
FPGK
1200
Financial Partners Group (Kansas)
Kansas
$1.07M