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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
PFG
1526
Pacific Financial Group
Washington
$577K
CAP
1527
Columbia Advisory Partners
Washington
$576K
PA
1528
Procyon Advisors
Connecticut
$574K
LW
1529
Libra Wealth
California
$573K
FPW
1530
Flagship Private Wealth
Massachusetts
$573K
GAM
1531
Gemmer Asset Management
California
$570K
HFS
1532
Hopwood Financial Services
Virginia
$569K
BC
1533
Bowman & Company
Wisconsin
$568K
RA
1534
Rise Advisors
New York
$568K
VAF
1535
Values Added Financial
District of Columbia
$567K
OBGC
1536
O'Brien Greene & Co
Pennsylvania
$566K
CANC
1537
Culbertson A N & Co
Virginia
$566K
MAM
1538
McLean Asset Management
Virginia
$566K
KIG
1539
Kennedy Investment Group
New Jersey
$565K
KPWG
1540
KFA Private Wealth Group
Virginia
$564K
CVA
1541
Central Valley Advisors
California
$563K
BI
1542
Beckerman Institutional
New Jersey
$560K
AGP
1543
Autumn Glory Partners
Texas
$559K
SSW
1544
Stone Summit Wealth
Florida
$559K
LWA
1545
LifeGoal Wealth Advisors
New York
$554K
RTL
1546
Red Tortoise LLC
Georgia
$554K
VWA
1547
VSM Wealth Advisory
Maryland
$553K
BFS
1548
Beacon Financial Strategies
North Carolina
$553K
LCM
1549
Logan Capital Management
Pennsylvania
$553K
AFA
1550
Avant Financial Advisors
Texas
$552K