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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
PMWMG
1201
Parr McKnight Wealth Management Group
Minnesota
$1.07M
RWP
1202
Revolve Wealth Partners
New Jersey
$1.06M
MFWP
1203
Mosaic Family Wealth Partners
Missouri
$1.06M
NWMG
1204
National Wealth Management Group
Ohio
$1.06M
SFS
1205
Strategic Financial Services
New York
$1.06M
AI
1206
Accredited Investors
Minnesota
$1.05M
ES
1207
Eagle Strategies
New York
$1.05M
WIM
1208
WealthPlan Investment Management
Nebraska
$1.05M
WDG
1209
Wealth Dimensions Group
Ohio
$1.05M
SPWM
1210
Schrum Private Wealth Management
Florida
$1.05M
TPW
1211
Turn8 Private Wealth
$1.04M
JCM
1212
Jag Capital Management
Missouri
$1.04M
BHBT
1213
Burke & Herbert Bank & Trust
Virginia
$1.04M
BMWM
1214
Brown Miller Wealth Management
Virginia
$1.04M
PCIG
1215
Partners Capital Investment Group
Massachusetts
$1.03M
FAIM
1216
Financial Advocates Investment Management
Washington
$1.03M
NWM
1217
Northwest Wealth Management
Iowa
$1.03M
BFG
1218
Berger Financial Group
Minnesota
$1.03M
ITIM
1219
Indiana Trust & Investment Management
Indiana
$1.02M
MCM
1220
Maple Capital Management
Vermont
$1.01M
JWCA
1221
J.W. Coons Advisors
Ohio
$1.01M
IWN
1222
Independent Wealth Network
Iowa
$1.01M
BAM
1223
Broyhill Asset Management
North Carolina
$1.01M
MPW
1224
MA Private Wealth
California
$1.01M
SIMG
1225
Sonora Investment Management Group
Arizona
$1.01M