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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 %
WDG
1201
Wealth Dimensions Group
Ohio
$1.05M +$86.2K +421 +9%
SPWM
1202
Schrum Private Wealth Management
Florida
$1.05M +$150K +733 +17%
TPW
1203
Turn8 Private Wealth
$1.04M -$684K -3,342 -40%
JCM
1204
Jag Capital Management
Missouri
$1.04M
BHBT
1205
Burke & Herbert Bank & Trust
Virginia
$1.04M +$262K +1,279 +34%
BMWM
1206
Brown Miller Wealth Management
Virginia
$1.04M +$12.1K +59 +1%
PCIG
1207
Partners Capital Investment Group
Massachusetts
$1.03M
FAIM
1208
Financial Advocates Investment Management
Washington
$1.03M -$6.7M -32,717 -87%
NWM
1209
Northwest Wealth Management
Iowa
$1.03M -$17.2K -84 -2%
BFG
1210
Berger Financial Group
Minnesota
$1.03M +$67.1K +328 +7%
ITIM
1211
Indiana Trust & Investment Management
Indiana
$1.02M
MCM
1212
Maple Capital Management
Vermont
$1.01M -$13.1K -64 -1%
JWCA
1213
J.W. Coons Advisors
Ohio
$1.01M -$39.9K -195 -4%
IWN
1214
Independent Wealth Network
Iowa
$1.01M +$8.19K +40 +0.8%
BAM
1215
Broyhill Asset Management
North Carolina
$1.01M
MPW
1216
MA Private Wealth
California
$1.01M
SIMG
1217
Sonora Investment Management Group
Arizona
$1.01M -$80.2K -392 -7%
CA
1218
Calton & Associates
Florida
$1M +$54K +264 +6%
BSTWA
1219
Blake Schutter Theil Wealth Advisors
Ohio
$996K
FWA
1220
Flagship Wealth Advisors
Massachusetts
$996K -$229K -1,120 -19%
RF
1221
Roxbury Financial
New Jersey
$996K -$32.1K -157 -3%
LMKC
1222
L.M. Kohn & Company
Ohio
$995K -$1.55M -7,580 -61%
CWM
1223
Cranbrook Wealth Management
Michigan
$995K -$7.78K -38 -0.8%
CNBT
1224
Canandaigua National Bank & Trust
New York
$993K +$20.5K +100 +2%
GI
1225
GAMCO Investors
Connecticut
$993K +$993K +4,854 New