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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 %
MTWM
1476
Masso Torrence Wealth Management
New Jersey
$619K
IWA
1477
Icon Wealth Advisors
Texas
$619K
FA
1478
Financial Alternatives
California
$618K
AWMG
1479
Alliance Wealth Management Group
New Jersey
$614K +$66.5K +325 +12%
TCM
1480
Towercrest Capital Management
Pennsylvania
$614K +$66.5K +325 +12%
MCA
1481
Maryland Capital Advisors
Maryland
$613K
BWA
1482
BCU Wealth Advisors
Illinois
$613K
T
1483
Tableaux
Massachusetts
$611K +$611K +2,216 New
CS
1484
Cannell & Spears
New York
$610K -$87.4K -427 -13%
SIM
1485
Seaview Investment Managers
Florida
$608K -$9.15M -44,721 -94%
RFA
1486
Rollins Financial Advisors
New York
$605K -$34.4K -168 -5%
TNBTD
1487
Trustmark National Bank Trust Department
Mississippi
$605K
MMPW
1488
Mitchell McLeod Pugh & Williams
Alabama
$605K
LWM
1489
Lakeridge Wealth Management
Ohio
$604K +$43K +210 +8%
BBA
1490
BLB&B Advisors
Pennsylvania
$604K -$37.9K -185 -6%
JHCP
1491
Jackson Hole Capital Partners
Oklahoma
$602K
HTI
1492
Hikari Tsushin Inc
Japan
$602K +$602K +2,942 New
LFA
1493
Lauterbach Financial Advisors
Texas
$602K
TYCC
1494
Texas Yale Capital Corp
Florida
$602K +$8.39K +41 +1%
DWM
1495
Destination Wealth Management
California
$602K -$32.1K -157 -5%
SF
1496
Seek First
California
$599K +$18.8K +92 +3%
IWA
1497
IBEX Wealth Advisors
New Jersey
$596K +$596K +2,911 New
MIM
1498
Macroview Investment Management
Maryland
$595K
JC
1499
JB Capital
Connecticut
$593K -$35.2K -172 -6%
SLC
1500
Second Line Capital
Louisiana
$590K -$59K -287 -9%