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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 %
PWP
1976
Precedent Wealth Partners
Texas
$246K -$69.2K -338 -22%
KFC
1977
Klingenstein Fields & Co
New York
$245K -$6.14K -30 -2%
SWM
1978
SK Wealth Management
Rhode Island
$245K +$1.03K +5 +0.4%
FCG
1979
Financial Connections Group
California
$244K
CST
1980
Charles Schwab Trust
Nevada
$244K +$244K +1,192 New
FF
1981
Francis Financial
$244K
GFG
1982
Goldstone Financial Group
Illinois
$243K +$2.91K +14 +1%
BHWA
1983
Beacon Harbor Wealth Advisors
Virginia
$243K
GF
1984
Gries Financial
Ohio
$243K +$243K +1,185 New
BL
1985
Balentine LLC
Georgia
$242K
WG
1986
Watchman Group
Texas
$242K
LJAC
1987
L.J. Altfest & Co
New York
$240K
NLP
1988
Next Level Private
New York
$240K
BCG
1989
Bravias Capital Group
New Jersey
$239K
MCM
1990
Marathon Capital Management
Maryland
$239K
KWMG
1991
King Wealth Management Group
Florida
$239K
SWGC
1992
Summit Wealth Group (Colorado)
Colorado
$239K +$239K +1,162 New
PEA
1993
Park Edge Advisors
Ohio
$238K
TSWM
1994
Triangle Securities Wealth Management
North Carolina
$238K
WWP
1995
Waypoint Wealth Partners
California
$238K +$238K +1,162 New
CRI
1996
Colonial River Investments
Virginia
$238K -$5.18K -25 -2%
RK
1997
Rather & Kittrell
Tennessee
$238K +$238K +1,167 New
WIM
1998
Waverton Investment Management
United Kingdom
$238K
MWA
1999
Midland Wealth Advisors
Illinois
$237K
NRG
2000
Nemes Rush Group
Michigan
$236K