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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 %
IFA
1301
Independence Financial Advisors
New Hampshire
$843K +$40.5K +198 +5%
CAMG
1302
CWA Asset Management Group
Florida
$842K +$220K +1,075 +35%
WH
1303
Willner & Heller
California
$841K
FFM
1304
Flagstone Financial Management
Nebraska
$841K
MLFP
1305
MPS Loria Financial Planners
Illinois
$840K -$332K -1,623 -28%
BL
1306
BFSG LLC
California
$840K -$10.2K -50 -1%
AWAG
1307
ARS Wealth Advisors Group
Florida
$835K
FEG
1308
Financial Enhancement Group
Indiana
$833K
PS
1309
Principal Securities
Iowa
$831K -$151K -737 -15%
CFFP
1310
Center for Financial Planning
Michigan
$827K +$20.1K +98 +2%
LCM
1311
LVM Capital Management
Michigan
$824K
BWP
1312
BlueStem Wealth Partners
Minnesota
$824K -$61.8K -302 -7%
Fisher Asset Management
1313
Fisher Asset Management
Washington
$822K -$460K -2,248 -36%
BPWM
1314
Badgley Phelps Wealth Managers
Washington
$821K
SP
1315
Sequent Planning
Nebraska
$814K +$5.73K +28 +0.7%
AWP
1316
Ascent Wealth Partners
New York
$812K
RMC
1317
Ring Mountain Capital
California
$811K -$4.74K -23 -0.6%
HH
1318
Hilltop Holdings
Texas
$811K -$20.3K -99 -2%
BTW
1319
Boston Trust Walden
Massachusetts
$809K
CA
1320
CoreCap Advisors
Michigan
$809K +$113K +550 +16%
OWM
1321
Orgel Wealth Management
Wisconsin
$808K +$370K +1,808 +85%
AIS
1322
AM Investment Strategies
Tennessee
$807K
BWA
1323
Bordeaux Wealth Advisors
California
$807K -$3.48K -17 -0.4%
LWA
1324
Lantern Wealth Advisors
New York
$805K +$805K +3,933 New
MTIC
1325
Missouri Trust & Investment Company
Missouri
$803K