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Vanguard Dividend Appreciation ETF

2,249 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, 804 increasing their positions, 801 reducing their positions, and 79 closing their positions.

Holders
2,249
Holders Change
-8
Holders Change %
-0.35%
% of All Funds
30.19%
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
804
Reduced
801
Closed
79
Calls
$99.7M
Puts
$22.5M
Net Calls
+$77.2M
Net Calls Change
-$23.6M
Name Holding Trade Value Shares
Change
Shares
Change %
OHWA
126
Oak Hill Wealth Advisors
Virginia
$34.1M +$1.64M +7,952 +5%
DT
127
Diversified Trust
Tennessee
$34.1M +$919K +4,492 +3%
M&T Bank
128
M&T Bank
New York
$34.1M -$1M -4,906 -3%
HI
129
Human Investing
Oregon
$33.4M +$127K +621 +0.4%
WPA
130
West Paces Advisors
Georgia
$33.3M +$2.06M +10,042 +7%
CIA
131
Concurrent Investment Advisors
Florida
$33.1M +$17.9M +87,250 +117%
RPGK
132
Retirement Planning Group (Kansas)
Kansas
$33.1M -$4.23M -20,662 -11%
EWA
133
EP Wealth Advisors
California
$32.8M +$3.82M +18,688 +13%
FI
134
FIDELIS iM
Oregon
$32.8M -$211K -1,033 -0.6%
IAS
135
Investment Advisory Services
Texas
$32.4M +$1.29M +6,309 +4%
AF
136
Allworth Financial
California
$32M +$2.69M +13,123 +9%
VA
137
Valmark Advisers
Ohio
$31.1M +$792K +3,869 +3%
CAL
138
Capital Advisors Ltd
Ohio
$30.8M -$892K -4,360 -3%
First Manhattan
139
First Manhattan
New York
$30.7M -$5.14K -25 -0%
CA
140
Cornerstone Advisory
Maryland
$30.7M +$411K +2,009 +1%
AA
141
Advisory Alpha
Michigan
$30.5M +$1.31M +6,389 +4%
SFA
142
Seneca Financial Advisors
New York
$30.2M +$168K +820 +0.6%
NG
143
Novem Group
New York
$29.9M -$4.18M -20,434 -12%
SIM
144
Studio Investment Management
Illinois
$29.9M +$168K +818 +0.6%
Betterment LLC
145
Betterment LLC
New York
$29.4M +$2.16M +10,568 +8%
CBT
146
Crews Bank & Trust
Florida
$29.3M +$1.52M +7,432 +5%
FCM
147
Firestone Capital Management
Florida
$29M -$237K -1,157 -0.8%
PMG
148
ProVise Management Group
Florida
$28.3M -$647K -3,161 -2%
TLFA
149
True Link Financial Advisors
California
$28.3M +$28.1M +137,060 +12,055%
CA
150
Crane Advisory
California
$27.7M -$1.65M -8,024 -6%