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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
Russell Investments Group
1451
Russell Investments Group
United Kingdom
$659K
AG
1452
AlTi Global
New York
$658K
AF
1453
Aviso Financial
Ontario, Canada
$654K
Balyasny Asset Management
1454
Balyasny Asset Management
Illinois
$654K
WI
1455
Westbourne Investments
Virginia
$654K
MAC
1456
Mason & Associates (California)
California
$653K
MI
1457
Motiv8 Investments
Florida
$652K
NGA
1458
Naples Global Advisors
Florida
$651K
PSF
1459
Pacific Sun Financial
California
$650K
CWA
1460
Capital Wealth Alliance
Arizona
$649K
HCM
1461
Hengehold Capital Management
Ohio
$647K
LWA
1462
Lowe Wealth Advisors
Maryland
$647K
RBWA
1463
RFG - Bristol Wealth Advisors
Massachusetts
$646K
BWM
1464
BCS Wealth Management
Tennessee
$645K
FWCM
1465
Ferguson Wellman Capital Management
Oregon
$644K
AW
1466
Alteri Wealth
California
$641K
FWA
1467
FSM Wealth Advisors
Ohio
$641K
EP
1468
Essential Planning
New Hampshire
$640K
AMM
1469
American Money Management
California
$640K
BIG
1470
Brookwood Investment Group
Arizona
$639K
SFP
1471
Sterling Financial Planning
New Jersey
$638K
O3W
1472
Omni 360 Wealth
New Jersey
$638K
P
1473
Pitcairn
Pennsylvania
$637K
WCM
1474
Winebrenner Capital Management
Kentucky
$636K
JPWM
1475
Jamison Private Wealth Management
Georgia
$635K