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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 %
TWM
1351
Topsail Wealth Management
North Carolina
$754K +$147K +713 +24%
DFA
1352
Davies Financial Advisors
California
$752K
MBTD
1353
Mechanics Bank - Trust Department
California
$752K -$131K -640 -15%
KWM
1354
Koa Wealth Management
California
$751K -$2.46K -12 -0.3%
SAM
1355
Synergy Asset Management
Washington
$751K
SOS
1356
Silver Oak Securities
Tennessee
$748K +$53K +259 +8%
EFP
1357
Elser Financial Planning
Indiana
$747K -$290K -1,417 -28%
CC
1358
Courier Capital
New York
$747K
ST
1359
Smithfield Trust
Pennsylvania
$746K
RWPA
1360
Richard W. Paul & Associates
Michigan
$743K -$38.1K -186 -5%
VCP
1361
Verus Capital Partners
Arizona
$743K +$8.8K +43 +1%
GBT
1362
Grove Bank & Trust
Florida
$742K
PMFA
1363
Plante Moran Financial Advisors
Michigan
$741K +$113K +553 +18%
TWG
1364
The Wealth Group
Minnesota
$741K -$45.2K -221 -6%
CPSAC
1365
Chas P. Smith & Associates (CPS)
Florida
$741K -$75.7K -370 -9%
PHWM
1366
Pine Harbor Wealth Management
Maryland
$741K -$34.6K -169 -4%
TBWA
1367
Three Bridge Wealth Advisors
California
$737K +$133K +647 +22%
LEFP
1368
Leading Edge Financial Planning
Tennessee
$737K
WFAG
1369
Worth Financial Advisory Group
North Carolina
$737K
NA
1370
Nottingham Advisors
New York
$737K -$8.19K -40 -1%
GL
1371
Gerber LLC
Ohio
$734K
KSWA
1372
Kathleen S. Wright Associates
Pennsylvania
$733K
SIC
1373
Samalin Investment Counsel
New York
$731K +$218K +1,064 +42%
EM
1374
Excalibur Management
Massachusetts
$731K +$147K +718 +25%
GT
1375
Glenview Trust
Kentucky
$731K +$94.1K +460 +15%