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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 %
CCC
1726
Compass Capital Corp
Massachusetts
$389K +$4.73K +23 +1%
TFA
1727
Teamwork Financial Advisors
Texas
$388K +$10K +49 +3%
DA
1728
Dover Advisors
Virginia
$387K -$128K -626 -25%
HBT
1729
Hills Bank & Trust
Iowa
$386K
SDAM
1730
Shulman DeMeo Asset Management
New York
$386K -$409 -2 -0.1%
MPIM
1731
McGinn Penninger Investment Management
Virginia
$386K -$39.1K -191 -9%
PFA
1732
Portland Financial Advisors
New York
$386K
SMG
1733
Smart Money Group
Texas
$385K -$202K -987 -34%
CAG
1734
Curtis Advisory Group
California
$384K
WMP
1735
Wealth Management Partners
Arizona
$383K
SWIG
1736
Strategic Wealth Investment Group
Kentucky
$383K +$40.1K +196 +12%
AWM
1737
Ariadne Wealth Management
California
$383K
SAM
1738
Seelaus Asset Management
New Jersey
$383K -$13.1K -64 -3%
JWM
1739
Jupiter Wealth Management
Colorado
$382K
EPW
1740
Endeavor Private Wealth
Kansas
$382K -$95.2K -463 -20%
CRI
1741
Commonwealth Retirement Investments
Virginia
$378K -$18.4K -90 -5%
SFG
1742
Sage Financial Group
Pennsylvania
$378K
GFWA
1743
Grey Fox Wealth Advisors
Delaware
$378K -$267K -1,298 -41%
EF
1744
Elite Financial
Idaho
$378K +$827 +4 +0.2%
SPWG
1745
Syntegra Private Wealth Group
Missouri
$378K -$22.5K -110 -6%
CGFA
1746
Colton Groome Financial Advisors
North Carolina
$377K
LCM
1747
Liberty Capital Management
Michigan
$375K
WF
1748
Welch & Forbes
Massachusetts
$375K +$2.87K +14 +0.8%
CQWA
1749
Chokshi & Queen Wealth Advisors
California
$375K -$4.3K -21 -1%
WIA
1750
Wealthedge Investment Advisors
New York
$374K -$11.9K -58 -3%