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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 %
PL
1601
Plancorp LLC
Missouri
$494K +$141K +687 +40%
DPI
1602
Diversified Portfolios Inc
Michigan
$493K -$1.02K -5 -0.2%
BZWA
1603
Blue Zone Wealth Advisors
California
$493K +$45K +220 +10%
HIC
1604
Holderness Investments Company
North Carolina
$493K
BCM
1605
Brookmont Capital Management
Texas
$491K -$36.2K -177 -7%
IWM
1606
IMG Wealth Management
Florida
$491K +$115K +564 +31%
AGP
1607
Aspire Growth Partners
Florida
$490K +$158K +772 +48%
CG
1608
Clarus Group
Texas
$489K
SAM
1609
S.A. Mason
Michigan
$489K -$32.7K -160 -6%
PCTC
1610
Perkins Coie Trust Company
Washington
$487K
IWM
1611
Iams Wealth Management
Nebraska
$486K +$486K +2,376 New
Luther King Capital Management (LKCM)
1612
Luther King Capital Management (LKCM)
Texas
$484K
PWA
1613
Physician Wealth Advisors
Utah
$483K -$5.12K -25 -1%
1W
1614
1776 Wealth
Georgia
$483K
RWM
1615
Revisor Wealth Management
Ohio
$481K +$37.5K +181 +8%
LWP
1616
LMG Wealth Partners
Louisiana
$480K
WAM
1617
Walker Asset Management
Missouri
$479K +$59.3K +290 +14%
LIWM
1618
Long Island Wealth Management
New York
$479K
M
1619
MYeCFO
California
$476K
SWA
1620
Sightline Wealth Advisors
Connecticut
$475K
MWP
1621
Meridian Wealth Partners
Pennsylvania
$470K -$54.6K -267 -10%
TC
1622
Trust Company
Kansas
$468K -$369K -1,805 -44%
APW
1623
Aurora Private Wealth
New Jersey
$467K +$144K +702 +45%
KFI
1624
Key Financial Inc
Pennsylvania
$466K -$9.21K -45 -2%
PCFFS
1625
Pacific Center for Financial Services
California
$466K +$7.16K +35 +2%