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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
GIM
1901
Goelzer Investment Management
Indiana
$296K
PAS
1902
PKS Advisory Services
New York
$295K
WCM
1903
Windsor Capital Management
Arizona
$295K
GHA
1904
Granite Harbor Advisors
Texas
$295K
ST
1905
Spinnaker Trust
Maine
$295K
LI
1906
LifeWealth Investments
Florida
$293K
SHWM
1907
Smith & Howard Wealth Management
Georgia
$292K
AFA
1908
Alpha Financial Advisors
North Carolina
$290K
MCM
1909
MV Capital Management
Maryland
$290K
BGAI
1910
Bruce G. Allen Investments
Colorado
$290K
PFA
1911
Petra Financial Advisors
Colorado
$290K
OAS
1912
Optivise Advisory Services
Tennessee
$289K
OC
1913
Oakworth Capital
Alabama
$288K
WF
1914
Wayfinding Financial
Washington
$288K
CCA
1915
Checchi Capital Advisers
California
$288K
DWMS
1916
Dominguez Wealth Management Solutions
Virginia
$288K
WFP
1917
Wrenne Financial Planning
Kentucky
$288K
FWM
1918
Foguth Wealth Management
Michigan
$287K
EC
1919
Enhancing Capital
Pennsylvania
$287K
MCP
1920
Mirador Capital Partners
California
$286K
AIA
1921
Alternative Investment Advisors
Florida
$284K
XPN
1922
XY Planning Network
Montana
$284K
MSF
1923
Mustard Seed Financial
Arkansas
$283K
EWM
1924
EPG Wealth Management
Georgia
$283K
UFA
1925
Uptown Financial Advisors
Texas
$283K