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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
PFG
1351
Prospect Financial Group
Virginia
$771K
CBA
1352
Coastal Bridge Advisors
Connecticut
$770K
LFS
1353
Lutz Financial Services
Nebraska
$770K
ACP
1354
Arcus Capital Partners
Georgia
$766K
AWM
1355
Avaii Wealth Management
Wisconsin
$765K
CWD
1356
Clarity Wealth Development
Oregon
$763K
AAM
1357
Aureus Asset Management
Massachusetts
$760K
3IP
1358
3Chopt Investment Partners
Virginia
$760K
WCWM
1359
Willow Creek Wealth Management
California
$759K
SWM
1360
Seaside Wealth Management
California
$758K
BCA
1361
Bay Capital Advisors
Virginia
$757K
WTFG
1362
Wood Tarver Financial Group
Idaho
$756K
TWM
1363
Topsail Wealth Management
North Carolina
$754K
DFA
1364
Davies Financial Advisors
California
$752K
MBTD
1365
Mechanics Bank - Trust Department
California
$752K
KWM
1366
Koa Wealth Management
California
$751K
SAM
1367
Synergy Asset Management
Washington
$751K
SOS
1368
Silver Oak Securities
Tennessee
$748K
EFP
1369
Elser Financial Planning
Indiana
$747K
CC
1370
Courier Capital
New York
$747K
ST
1371
Smithfield Trust
Pennsylvania
$746K
RWPA
1372
Richard W. Paul & Associates
Michigan
$743K
VCP
1373
Verus Capital Partners
Arizona
$743K
GBT
1374
Grove Bank & Trust
Florida
$742K
PMFA
1375
Plante Moran Financial Advisors
Michigan
$741K