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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 %
BOC
1551
Blue Oak Capital
California
$530K -$144K -703 -21%
MCM
1552
Mengis Capital Management
Oregon
$530K -$4.5K -22 -0.8%
NLWP
1553
Next Level Wealth Planning
Idaho
$530K -$21.5K -105 -4%
BBPWM
1554
Blue Bell Private Wealth Management
Pennsylvania
$527K +$20.7K +101 +4%
Chevy Chase Trust
1555
Chevy Chase Trust
Maryland
$527K +$40.9K +200 +8%
PWM
1556
PBMares Wealth Management
Virginia
$527K +$26K +127 +5%
PS
1557
Planned Solutions
California
$526K +$27.6K +135 +6%
PWP
1558
Phillips Wealth Planners
Mississippi
$525K -$11.5K -56 -2%
MCWS
1559
McKinley Carter Wealth Services
West Virginia
$523K -$1.64K -8 -0.3%
DWM
1560
Darwin Wealth Management
Florida
$522K -$64.5K -315 -11%
TWP
1561
Total Wealth Planning
Ohio
$521K
HCA
1562
Heck Capital Advisors
Wisconsin
$521K +$31.9K +156 +7%
MCM
1563
Manchester Capital Management
Vermont
$520K +$39.5K +193 +8%
OCM
1564
Orleans Capital Management
Louisiana
$519K
GF
1565
Gimbal Financial
Indiana
$519K -$55K -269 -10%
BAAM
1566
Baker Avenue Asset Management
California
$518K -$205 -1 -0%
BIG
1567
Brooklyn Investment Group
New York
$517K +$159K +775 +44%
CFS
1568
Cannon Financial Strategists
Georgia
$516K
BFA
1569
Beaumont Financial Advisors
Massachusetts
$515K
CA
1570
Claro Advisors
Massachusetts
$514K +$111K +541 +27%
TWM
1571
Tanager Wealth Management
United Kingdom
$514K -$45.3K -221 -8%
BCG
1572
Breakwater Capital Group
New Jersey
$514K -$6.96K -34 -1%
FWTB
1573
First Western Trust Bank
Colorado
$513K
CAM
1574
Creekmur Asset Management
Illinois
$512K +$43.4K +212 +9%
AFG
1575
ABLE Financial Group
Arizona
$512K -$38.9K -190 -7%