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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
CA
1226
Calton & Associates
Florida
$1M
BSTWA
1227
Blake Schutter Theil Wealth Advisors
Ohio
$996K
FWA
1228
Flagship Wealth Advisors
Massachusetts
$996K
RF
1229
Roxbury Financial
New Jersey
$996K
LMKC
1230
L.M. Kohn & Company
Ohio
$995K
CWM
1231
Cranbrook Wealth Management
Michigan
$995K
CNBT
1232
Canandaigua National Bank & Trust
New York
$993K
GI
1233
GAMCO Investors
Connecticut
$993K
TCM
1234
Telos Capital Management
California
$991K
TWA
1235
TCI Wealth Advisors
Arizona
$988K
First Trust Advisors
1236
First Trust Advisors
Illinois
$988K
SH
1237
SLT Holdings
Arizona
$979K
BIM
1238
Bridges Investment Management
Nebraska
$979K
LWM
1239
LongView Wealth Management
Georgia
$978K
RDFA
1240
Ritter Daniher Financial Advisory
Ohio
$978K
HA
1241
Herold Advisors
New York
$976K
TA
1242
TruWealth Advisors
Louisiana
$974K
MIAS
1243
Mason Investment Advisory Services
Virginia
$971K
PP
1244
Patten & Patten
Tennessee
$969K
OAM
1245
Occidental Asset Management
California
$966K
SAM
1246
Sawgrass Asset Management
Florida
$965K
TSW
1247
Thompson Siegel & Walmsley
Virginia
$964K
GWM
1248
GSB Wealth Management
Connecticut
$964K
APIM
1249
Agate Pass Investment Management
Washington
$964K
PWG
1250
Portside Wealth Group
Utah
$962K