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Vanguard Dividend Appreciation ETF

2,253 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, 806 increasing their positions, 802 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,253
Holders Change
-6
Holders Change %
-0.27%
% of All Funds
30.2%
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
806
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 %
NA
1701
Nordwand Advisors
Pennsylvania
$407K +$407K +1,990 New
CWA
1702
Continuum Wealth Advisors
New York
$405K
IFA
1703
Index Fund Advisors
California
$403K
AG
1704
AmeriFlex Group
Nevada
$402K -$31.5K -155 -7%
FFP
1705
FourThought Financial Partners
Florida
$402K
CFB
1706
Cullen/Frost Bankers
Texas
$400K +$19.9K +97 +5%
BWP
1707
Bernardo Wealth Planning
Pennsylvania
$400K +$84.3K +412 +27%
OCM
1708
One Capital Management
California
$400K +$137K +670 +52%
RWM
1709
Rockline Wealth Management
New York
$398K -$7.16K -35 -2%
IFPL
1710
Investments & Financial Planning LLC
Kentucky
$397K +$33.4K +163 +9%
AIM
1711
Aspen Investment Management
Michigan
$397K
WA
1712
Wealthstream Advisors
New York
$397K +$14.3K +70 +4%
SF
1713
Strategent Financial
Virginia
$396K
T. Rowe Price Associates
1714
T. Rowe Price Associates
Maryland
$395K
RIM
1715
Redwood Investment Management
Arizona
$395K
QCG
1716
Quadrant Capital Group
Ohio
$394K -$49.9K -244 -11%
ECA
1717
Elevated Capital Advisors
Utah
$394K
HCMG
1718
Howard Capital Management Group
California
$394K
TFP
1719
Tilia Fiduciary Partners
North Carolina
$394K +$19K +93 +5%
SP
1720
Symmetry Partners
Connecticut
$394K
FGWP
1721
Founders Grove Wealth Partners
Virginia
$394K +$30.3K +148 +8%
CPW
1722
Catalyst Private Wealth
California
$392K +$4.09K +20 +1%
TI
1723
tru Independence
Oregon
$390K +$13.5K +66 +4%
BW
1724
BostonPremier Wealth
Massachusetts
$390K
TSWM
1725
Tyler-Stone Wealth Management
Ohio
$390K