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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 %
SEM
1876
Suncoast Equity Management
Florida
$298K
ST
1877
Sentinel Trust
Texas
$298K
TCB
1878
Texas Capital Bancshares
Texas
$297K
CWG
1879
Cornerstone Wealth Group
North Carolina
$297K -$15.8K -77 -5%
MG
1880
McHugh Group
Ohio
$297K
RIS
1881
Retirement Income Solutions
Michigan
$296K
GIM
1882
Goelzer Investment Management
Indiana
$296K
PAS
1883
PKS Advisory Services
New York
$295K +$11.7K +57 +4%
WCM
1884
Windsor Capital Management
Arizona
$295K
GHA
1885
Granite Harbor Advisors
Texas
$295K
ST
1886
Spinnaker Trust
Maine
$295K +$59.2K +289 +25%
LI
1887
LifeWealth Investments
Florida
$293K
SHWM
1888
Smith & Howard Wealth Management
Georgia
$292K
AFA
1889
Alpha Financial Advisors
North Carolina
$290K +$52.8K +258 +22%
MCM
1890
MV Capital Management
Maryland
$290K
BGAI
1891
Bruce G. Allen Investments
Colorado
$290K
PFA
1892
Petra Financial Advisors
Colorado
$290K
OAS
1893
Optivise Advisory Services
Tennessee
$289K
OC
1894
Oakworth Capital
Alabama
$288K
WF
1895
Wayfinding Financial
Washington
$288K +$4.55K +22 +2%
CCA
1896
Checchi Capital Advisers
California
$288K
DWMS
1897
Dominguez Wealth Management Solutions
Virginia
$288K
WFP
1898
Wrenne Financial Planning
Kentucky
$288K
FWM
1899
Foguth Wealth Management
Michigan
$287K -$323K -1,578 -53%
EC
1900
Enhancing Capital
Pennsylvania
$287K