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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 %
KIG
1526
Kennedy Investment Group
New Jersey
$565K +$270K +1,319 +92%
KPWG
1527
KFA Private Wealth Group
Virginia
$564K -$9.42K -46 -2%
CVA
1528
Central Valley Advisors
California
$563K
BI
1529
Beckerman Institutional
New Jersey
$560K
AGP
1530
Autumn Glory Partners
Texas
$559K -$131K -641 -19%
SSW
1531
Stone Summit Wealth
Florida
$559K -$1.02K -5 -0.2%
LWA
1532
LifeGoal Wealth Advisors
New York
$554K -$6.76K -33 -1%
RTL
1533
Red Tortoise LLC
Georgia
$554K
VWA
1534
VSM Wealth Advisory
Maryland
$553K
LCM
1535
Logan Capital Management
Pennsylvania
$553K -$947K -4,627 -63%
AFA
1536
Avant Financial Advisors
Texas
$552K
PWMG
1537
Prestige Wealth Management Group
New Jersey
$552K +$617 +3 +0.1%
GPA
1538
Guidance Point Advisors
Massachusetts
$549K +$6.96K +34 +1%
CAM
1539
Covenant Asset Management
New Jersey
$546K -$10.2K -50 -2%
BFP
1540
Beacon Financial Planning
Massachusetts
$545K
OL
1541
Optas LLC
Texas
$545K -$545K -2,662 -50%
TLA
1542
Tanglewood Legacy Advisors
Texas
$544K
CWP
1543
Cyndeo Wealth Partners
Florida
$541K
C
1544
Certuity
Florida
$540K +$134K +657 +33%
AWM
1545
Able Wealth Management
New Jersey
$540K +$292K +1,425 +117%
SWA
1546
SFMG Wealth Advisors
Texas
$539K
FFA
1547
First Foundation Advisors
California
$536K -$102K -500 -16%
MWM
1548
MBE Wealth Management
Wisconsin
$535K -$5.12K -25 -0.9%
HDIM
1549
Hanson & Doremus Investment Management
Vermont
$534K +$37K +181 +7%
CCM
1550
Condor Capital Management
New Jersey
$534K -$13.7K -67 -3%