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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
IWM
1626
Iams Wealth Management
Nebraska
$486K
Luther King Capital Management (LKCM)
1627
Luther King Capital Management (LKCM)
Texas
$484K
PWA
1628
Physician Wealth Advisors
Utah
$483K
1W
1629
1776 Wealth
Georgia
$483K
RWM
1630
Revisor Wealth Management
Ohio
$481K
LWP
1631
LMG Wealth Partners
Louisiana
$480K
WAM
1632
Walker Asset Management
Missouri
$479K
LIWM
1633
Long Island Wealth Management
New York
$479K
MWM
1634
Manske Wealth Management
Texas
$477K
M
1635
MYeCFO
California
$476K
SWA
1636
Sightline Wealth Advisors
Connecticut
$475K
MWP
1637
Meridian Wealth Partners
Pennsylvania
$470K
TC
1638
Trust Company
Kansas
$468K
APW
1639
Aurora Private Wealth
New Jersey
$467K
KFI
1640
Key Financial Inc
Pennsylvania
$466K
PCFFS
1641
Pacific Center for Financial Services
California
$466K
TW
1642
TritonPoint Wealth
Maryland
$465K
HWMO
1643
Heritage Wealth Management (Ohio)
Ohio
$464K
FWM
1644
ForthRight Wealth Management
Georgia
$464K
AIS
1645
Accredited Investor Services
Minnesota
$464K
FWM
1646
Fingerlakes Wealth Management
New York
$462K
OA
1647
Operose Advisors
Wisconsin
$462K
KIM
1648
Kestra Investment Management
Texas
$459K
AW
1649
Avion Wealth
Texas
$458K
RAG
1650
RIA Advisory Group
Iowa
$458K