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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
NSAM
1301
North Star Asset Management
Wisconsin
$864K
CAM
1302
Clark Asset Management
New Hampshire
$863K
CNB
1303
Camden National Bank
Maine
$862K
FFWM
1304
Future Financial Wealth Management
Ohio
$859K
LPT
1305
Legacy Private Trust
Wisconsin
$858K
WP
1306
Westmount Partners
California
$854K
PMSA
1307
Patrick M. Sweeney & Associates
Illinois
$852K
SIAP
1308
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$848K
TWM
1309
Thrive Wealth Management
Pennsylvania
$847K
CMAI
1310
Capital Management Associates Inc
Minnesota
$844K
CNC
1311
Citizens & Northern Corp
Pennsylvania
$844K
IFA
1312
Independence Financial Advisors
New Hampshire
$843K
CAMG
1313
CWA Asset Management Group
Florida
$842K
WH
1314
Willner & Heller
California
$841K
FFM
1315
Flagstone Financial Management
Nebraska
$841K
MLFP
1316
MPS Loria Financial Planners
Illinois
$840K
BL
1317
BFSG LLC
California
$840K
AWAG
1318
ARS Wealth Advisors Group
Florida
$835K
FEG
1319
Financial Enhancement Group
Indiana
$833K
PS
1320
Principal Securities
Iowa
$831K
CFFP
1321
Center for Financial Planning
Michigan
$827K
LCM
1322
LVM Capital Management
Michigan
$824K
BWP
1323
BlueStem Wealth Partners
Minnesota
$824K
Fisher Asset Management
1324
Fisher Asset Management
Washington
$822K
BPWM
1325
Badgley Phelps Wealth Managers
Washington
$821K