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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 %
CIA
1926
Caerus Investment Advisors
Texas
$270K
RFA
1927
Reyes Financial Architecture
California
$269K
CWP
1928
Concord Wealth Partners
Virginia
$268K -$205 -1 -0.1%
CAMV
1929
Concord Asset Management (Virginia)
Virginia
$268K +$268K +1,307 New
CPA
1930
Cathy Pareto & Associates
Florida
$268K -$3.07K -15 -1%
PCA
1931
Peddock Capital Advisors
Massachusetts
$267K
CWA
1932
Clearview Wealth Advisors
Oregon
$266K -$1.64K -8 -0.6%
SC
1933
Schubert & Co
Texas
$266K
KG
1934
Kilter Group
New York
$266K -$54.2K -265 -17%
BTWM
1935
Brass Tax Wealth Management
Ohio
$266K +$23.5K +115 +10%
AIC
1936
Argus Investors Counsel
New York
$265K
AFAS
1937
Acorn Financial Advisory Services
Virginia
$264K -$76.1K -372 -22%
VBFP
1938
Valtinson Bruner Financial Planning
Minnesota
$263K +$263K +1,287 New
FSWA
1939
Financial Synergies Wealth Advisors
Texas
$263K -$3.49K -17 -1%
RMC
1940
Resources Management Corp
Connecticut
$263K
HP
1941
Haven Private
Florida
$262K -$10.2K -50 -4%
SIM
1942
Stratos Investment Management
Ohio
$261K +$28.7K +140 +12%
MPAM
1943
Murphy Pohlad Asset Management
Minnesota
$260K
TCOT
1944
Trust Company of Toledo
Ohio
$260K +$260K +1,269 New
TCM
1945
Traynor Capital Management
Pennsylvania
$259K +$259K +1,257 New
ACM
1946
Accent Capital Management
Ohio
$258K +$8.4K +41 +3%
EAM
1947
Empirical Asset Management
Massachusetts
$257K
FFB
1948
First Financial Bankshares
Texas
$257K
OFS
1949
Oldfather Financial Services
Nebraska
$256K
EWM
1950
Evolution Wealth Management
Florida
$256K +$256K +1,251 New