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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
PWMG
1551
Prestige Wealth Management Group
New Jersey
$552K
GPA
1552
Guidance Point Advisors
Massachusetts
$549K
CAM
1553
Covenant Asset Management
New Jersey
$546K
BFP
1554
Beacon Financial Planning
Massachusetts
$545K
OL
1555
Optas LLC
Texas
$545K
TLA
1556
Tanglewood Legacy Advisors
Texas
$544K
CWP
1557
Cyndeo Wealth Partners
Florida
$541K
C
1558
Certuity
Florida
$540K
AWM
1559
Able Wealth Management
New Jersey
$540K
SWA
1560
SFMG Wealth Advisors
Texas
$539K
FFA
1561
First Foundation Advisors
California
$536K
MWM
1562
MBE Wealth Management
Wisconsin
$535K
HDIM
1563
Hanson & Doremus Investment Management
Vermont
$534K
CCM
1564
Condor Capital Management
New Jersey
$534K
BOC
1565
Blue Oak Capital
California
$530K
MCM
1566
Mengis Capital Management
Oregon
$530K
NLWP
1567
Next Level Wealth Planning
Idaho
$530K
BBPWM
1568
Blue Bell Private Wealth Management
Pennsylvania
$527K
Chevy Chase Trust
1569
Chevy Chase Trust
Maryland
$527K
PWM
1570
PBMares Wealth Management
Virginia
$527K
PS
1571
Planned Solutions
California
$526K
PWP
1572
Phillips Wealth Planners
Mississippi
$525K
MCWS
1573
McKinley Carter Wealth Services
West Virginia
$523K
DWM
1574
Darwin Wealth Management
Florida
$522K
TWP
1575
Total Wealth Planning
Ohio
$521K