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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 %
RBWA
1451
RFG - Bristol Wealth Advisors
Massachusetts
$646K
BWM
1452
BCS Wealth Management
Tennessee
$645K +$81.8K +400 +15%
FWCM
1453
Ferguson Wellman Capital Management
Oregon
$644K -$1.02K -5 -0.2%
AW
1454
Alteri Wealth
California
$641K
FWA
1455
FSM Wealth Advisors
Ohio
$641K +$414K +2,003 +182%
EP
1456
Essential Planning
New Hampshire
$640K
AMM
1457
American Money Management
California
$640K
BIG
1458
Brookwood Investment Group
Arizona
$639K +$22.5K +110 +4%
SFP
1459
Sterling Financial Planning
New Jersey
$638K
O3W
1460
Omni 360 Wealth
New Jersey
$638K +$60.2K +294 +10%
P
1461
Pitcairn
Pennsylvania
$637K
WCM
1462
Winebrenner Capital Management
Kentucky
$636K +$17.6K +86 +3%
JPWM
1463
Jamison Private Wealth Management
Georgia
$635K +$216K +1,053 +51%
RAS
1464
RPS Advisory Solutions
Kentucky
$635K +$11.1K +54 +2%
SWM
1465
Schwallier Wealth Management
Michigan
$634K -$409 -2 -0.1%
S
1466
SimplyRich
California
$634K
SAW
1467
Signal Advisors Wealth
Michigan
$632K -$316K -1,545 -33%
BA
1468
Bristlecone Advisors
Washington
$628K -$598K -2,922 -49%
BFC
1469
Bedel Financial Consulting
Indiana
$628K
NEWAS
1470
N.E.W. Advisory Services
Wisconsin
$627K -$64.5K -315 -9%
TMWM
1471
Taylor & Morgan Wealth Management
Michigan
$626K
JCFM
1472
JBR Co Financial Management
Oklahoma
$622K
FFA
1473
Fortune Financial Advisors
Kansas
$621K
CGPCS
1474
Capital Group Private Client Services
California
$620K -$507K -2,477 -45%
VIM
1475
Vista Investment Management
Pennsylvania
$620K -$409 -2 -0.1%