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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 %
LC
1951
LCNB Corp
Ohio
$255K +$255K +1,248 New
AWM
1952
Accurate Wealth Management
Florida
$255K -$207 -1 -0.1%
GAM
1953
Gould Asset Management
California
$255K -$8.6K -42 -3%
GCM
1954
G2 Capital Management
Ohio
$254K -$10.6K -52 -4%
AWA
1955
Archvest Wealth Advisors
California
$254K -$12.3K -60 -5%
ISB
1956
Iowa State Bank
Iowa
$254K
AWM
1957
AllSquare Wealth Management
New York
$254K
BNP Paribas Financial Markets
1958
BNP Paribas Financial Markets
France
$253K -$14.5M -70,647 -98%
SAS
1959
SMI Advisory Services
Indiana
$252K +$252K +1,229 New
LOPW
1960
Live Oak Private Wealth
North Carolina
$251K -$6.96K -34 -3%
GG
1961
Greenwood Gearhart
Arkansas
$251K -$34.4K -168 -12%
AWM
1962
Abound Wealth Management
Tennessee
$251K
ZIG
1963
Zullo Investment Group
Pennsylvania
$251K
FTC
1964
Farmers Trust Company
Ohio
$251K
CSA
1965
Cottage Street Advisors
Massachusetts
$250K
FWP
1966
Firethorn Wealth Partners
Georgia
$250K +$33.8K +165 +16%
OPA
1967
Old Port Advisors
Maine
$249K -$5.73K -28 -2%
SIS
1968
Sound Income Strategies
Florida
$249K -$6.14K -30 -2%
HR
1969
Howe & Rusling
New York
$248K -$36.8K -180 -13%
KCP
1970
Kera Capital Partners
California
$248K +$1.84K +9 +0.7%
IP
1971
Isthmus Partners
Wisconsin
$248K
TNA
1972
True North Advisors
Texas
$247K
RWMG
1973
Redwood Wealth Management Group
New Jersey
$246K
RWS
1974
Resolute Wealth Strategies
Mississippi
$246K
PP
1975
Pacifica Partners
Canada
$246K -$3.06K -15 -1%