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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
CWA
1951
Clearview Wealth Advisors
Oregon
$266K
SC
1952
Schubert & Co
Texas
$266K
KG
1953
Kilter Group
New York
$266K
BTWM
1954
Brass Tax Wealth Management
Ohio
$266K
AIC
1955
Argus Investors Counsel
New York
$265K
AFAS
1956
Acorn Financial Advisory Services
Virginia
$264K
VBFP
1957
Valtinson Bruner Financial Planning
Minnesota
$263K
FSWA
1958
Financial Synergies Wealth Advisors
Texas
$263K
RMC
1959
Resources Management Corp
Connecticut
$263K
HP
1960
Haven Private
Florida
$262K
SIM
1961
Stratos Investment Management
Ohio
$261K
MPAM
1962
Murphy Pohlad Asset Management
Minnesota
$260K
TCOT
1963
Trust Company of Toledo
Ohio
$260K
TCM
1964
Traynor Capital Management
Pennsylvania
$259K
ACM
1965
Accent Capital Management
Ohio
$258K
EAM
1966
Empirical Asset Management
Massachusetts
$257K
KFG
1967
Kropog Financial Group
Louisiana
$257K
FFB
1968
First Financial Bankshares
Texas
$257K
OFS
1969
Oldfather Financial Services
Nebraska
$256K
EWM
1970
Evolution Wealth Management
Florida
$256K
LC
1971
LCNB Corp
Ohio
$255K
AWM
1972
Accurate Wealth Management
Florida
$255K
GAM
1973
Gould Asset Management
California
$255K
GCM
1974
G2 Capital Management
Ohio
$254K
AWA
1975
Archvest Wealth Advisors
California
$254K