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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 %
TW
1626
TritonPoint Wealth
Maryland
$465K -$8.63K -42 -2%
HWMO
1627
Heritage Wealth Management (Ohio)
Ohio
$464K -$819 -4 -0.2%
FWM
1628
ForthRight Wealth Management
Georgia
$464K
AIS
1629
Accredited Investor Services
Minnesota
$464K +$614 +3 +0.1%
FWM
1630
Fingerlakes Wealth Management
New York
$462K -$409 -2 -0.1%
OA
1631
Operose Advisors
Wisconsin
$462K
KIM
1632
Kestra Investment Management
Texas
$459K +$235K +1,177 +105%
AW
1633
Avion Wealth
Texas
$458K
RAG
1634
RIA Advisory Group
Iowa
$458K -$32.1K -157 -7%
OAP
1635
One Advisory Partners
Kansas
$458K +$458K +2,197 New
AMCA
1636
Arthur M. Cohen & Associates
Illinois
$457K -$107K -525 -19%
MWA
1637
MN Wealth Advisors
Kansas
$456K -$216K -1,057 -32%
ACA
1638
American Capital Advisory
Idaho
$455K
CSIC
1639
Clifford Swan Investment Counsel
California
$455K +$25.2K +123 +6%
MCA
1640
Magnolia Capital Advisors
Mississippi
$452K -$15.4K -75 -3%
BF
1641
Blankinship & Foster
California
$452K -$5.12K -25 -1%
CRWM
1642
Castle Rock Wealth Management
California
$450K +$20.5K +99 +5%
EW
1643
Elyxium Wealth
California
$450K
WW
1644
Waterfront Wealth
Kansas
$450K +$127K +618 +39%
APA
1645
Astoria Portfolio Advisors
New York
$450K +$7.91K +38 +2%
HSWS
1646
Higgins & Schmidt Wealth Strategies
Colorado
$449K -$5.12K -25 -1%
BAM
1647
Berkshire Asset Management
Pennsylvania
$446K -$2.87K -14 -0.6%
OSNBOA
1648
Old Second National Bank of Aurora
Illinois
$446K +$30.7K +150 +7%
MCFP
1649
Mallini Complete Financial Planning
Florida
$445K -$406K
LWM
1650
Liberty Wealth Management
California
$445K +$445K +2,175 New