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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 %
BCCM
1426
Bridge Creek Capital Management
Massachusetts
$674K +$21.5K +105 +3%
CG
1427
Cynosure Group
Utah
$673K -$687K -3,357 -51%
HNB
1428
Hilltop National Bank
Wyoming
$672K +$672K +3,285 New
EIP
1429
Ellis Investment Partners
Pennsylvania
$672K -$3.28K -16 -0.5%
RWM
1430
Riverbend Wealth Management
South Carolina
$672K +$672K +3,284 New
FM
1431
Foster & Motley
Ohio
$671K -$20.5K -100 -3%
OFG
1432
Oxford Financial Group
Indiana
$671K
ADL
1433
Asset Dedication LLC
California
$665K +$101K +495 +18%
GI
1434
GAMMA Investing
California
$663K +$41.3K +202 +7%
YIA
1435
YHB Investment Advisors
Connecticut
$663K
HCM
1436
Howland Capital Management
Massachusetts
$662K
AL
1437
ACAS LLC
California
$660K +$7.35K +35 +1%
TCOO
1438
Trust Company of Oklahoma
Oklahoma
$660K
Russell Investments Group
1439
Russell Investments Group
United Kingdom
$659K +$29.3K +143 +5%
AG
1440
AlTi Global
New York
$658K
AF
1441
Aviso Financial
Ontario, Canada
$654K -$177K -866 -21%
Balyasny Asset Management
1442
Balyasny Asset Management
Illinois
$654K +$654K +3,194 New
WI
1443
Westbourne Investments
Virginia
$654K -$38.9K -190 -6%
MAC
1444
Mason & Associates (California)
California
$653K
MI
1445
Motiv8 Investments
Florida
$652K -$9.62K -47 -1%
NGA
1446
Naples Global Advisors
Florida
$651K
PSF
1447
Pacific Sun Financial
California
$650K
CWA
1448
Capital Wealth Alliance
Arizona
$649K +$32.8K +160 +5%
HCM
1449
Hengehold Capital Management
Ohio
$647K +$245K +1,198 +61%
LWA
1450
Lowe Wealth Advisors
Maryland
$647K -$30.3K -148 -4%