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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 %
SCM
1401
Sage Capital Management
New Jersey
$705K
BOJHT
1402
Bank of Jackson Hole Trust
Wyoming
$704K +$68.6K +335 +11%
FA
1403
FF Advisors
California
$703K
RFP
1404
Root Financial Partners
California
$701K +$78.4K +383 +13%
SF
1405
Schaeffer Financial
Maryland
$700K +$2.05K +10 +0.3%
AWA
1406
Adapt Wealth Advisors
Georgia
$699K
JWM
1407
JGP Wealth Management
Oregon
$696K -$68K -332 -9%
BWP
1408
BSW Wealth Partners
Colorado
$695K -$205 -1 -0%
ATC
1409
Advantage Trust Company
Kansas
$693K
SC
1410
Saiph Capital
New Jersey
$690K +$20.3K +99 +3%
CAAS
1411
Capital Asset Advisory Services
Michigan
$690K -$11.3K -55 -2%
VNA
1412
Valley National Advisers
Pennsylvania
$688K
W
1413
Wealthquest
Ohio
$686K -$34K -166 -5%
HWM
1414
Hemington Wealth Management
Virginia
$686K
SWM
1415
Selective Wealth Management
Virginia
$685K +$207 +1 +0%
FAN
1416
Financial Advisors Network
California
$685K +$2.05K +10 +0.3%
FLP
1417
Financial Life Planners
Arizona
$683K
AF
1418
Advisornet Financial
Minnesota
$682K +$263K +1,283 +63%
BMD
1419
Better Money Decisions
New Mexico
$680K
GLR
1420
Great Lakes Retirement
Ohio
$680K -$22K -107 -3%
B
1421
Bensler
Washington
$677K +$4.3K +21 +0.6%
HA
1422
HFG Advisors
Ohio
$676K
AP
1423
Appleton Partners
Massachusetts
$676K -$20.5K -100 -3%
IBOK
1424
Independence Bank of Kentucky
Kentucky
$676K
AR
1425
Apeiron RIA
Texas
$675K +$299K +1,461 +80%