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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
30.21%
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
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 %
BFG
1851
Bouchey Financial Group
New York
$311K -$820 -4 -0.3%
PWPS
1852
Pinnacle Wealth Planning Services
Ohio
$311K -$5.73K -28 -2%
BCFS
1853
Butensky & Cohen Financial Security
Florida
$311K -$5.12K -25 -2%
IIM
1854
Ipswich Investment Management
Massachusetts
$311K
ST
1855
Sageworth Trust
Pennsylvania
$310K
ISFAN
1856
Investor's Fiduciary Advisor Network
Washington
$308K +$308K +1,508 New
BP
1857
BBR Partners
New York
$307K
OFG
1858
Omega Financial Group
California
$307K
TVAMP
1859
Tennessee Valley Asset Management Partners
Tennessee
$307K -$5.73M -27,980 -95%
FFA
1860
Fragasso Financial Advisors
Pennsylvania
$306K
ACA
1861
Aspire Capital Advisors
Washington
$306K +$306K +1,495 New
ATC
1862
Adirondack Trust Company
New York
$306K
GF
1863
GGM Financials
Ohio
$305K
WWM
1864
Woodside Wealth Management
Massachusetts
$303K
WE
1865
Wealth Effects
Massachusetts
$303K -$6.14K -30 -2%
MCM
1866
Mattern Capital Management
Colorado
$303K
HI
1867
Hendershot Investments
Virginia
$303K +$3.07K +15 +1%
BAM
1868
Bosun Asset Management
Illinois
$301K
OPTFSNA
1869
Old Point Trust & Financial Services N A
Virginia
$301K
GIA
1870
GHP Investment Advisors
Colorado
$300K +$35.4K +173 +13%
JSW
1871
Journey Strategic Wealth
New Jersey
$300K +$1.43K +7 +0.5%
CFS
1872
Commonwealth Financial Services
West Virginia
$299K +$53.4K +261 +22%
IAP
1873
Indie Asset Partners
Indiana
$299K -$57.1K -279 -16%
MPWS
1874
McCarter Private Wealth Services
Massachusetts
$299K
JWS
1875
Juncture Wealth Strategies
Arizona
$298K -$143K -700 -32%