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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
CJ
1851
Caitlin John
Michigan
$324K
LA
1852
Lakeside Advisors
Washington
$322K
PCS
1853
Private Client Services
Kentucky
$322K
IF
1854
Intrua Financial
Texas
$321K
WMA
1855
Wealth Management Associates
New Jersey
$321K
HC
1856
Hamilton Capital
Ohio
$320K
SCA
1857
Stonebridge Capital Advisors
Minnesota
$320K
TIM
1858
Tortoise Investment Management
New York
$317K
PWMG
1859
Pioneer Wealth Management Group
Texas
$315K
KPP
1860
Kings Path Partners
Texas
$315K
IFPG
1861
Intrepid Financial Planning Group
Indiana
$315K
MSG
1862
Main Street Group
Virginia
$315K
CPP
1863
Capasso Planning Partners
South Carolina
$315K
LBC
1864
Leigh Baldwin & Co
New York
$313K
AV
1865
Aspiring Ventures
Ohio
$313K
PWM
1866
Provident Wealth Management
Tennessee
$313K
FCM
1867
Fourpath Capital Management
Oklahoma
$312K
WA
1868
WP Advisors
California
$312K
AC
1869
Asio Capital
Kentucky
$312K
BFG
1870
Bouchey Financial Group
New York
$311K
PWPS
1871
Pinnacle Wealth Planning Services
Ohio
$311K
BCFS
1872
Butensky & Cohen Financial Security
Florida
$311K
IIM
1873
Ipswich Investment Management
Massachusetts
$311K
ST
1874
Sageworth Trust
Pennsylvania
$310K
ISFAN
1875
Investor's Fiduciary Advisor Network
Washington
$308K