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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 %
AA
2001
AF Advisors
California
$235K
CCP
2002
Carmel Capital Partners
California
$235K +$235K +1,149 New
B
2003
BetterWealth
California
$235K
PWP
2004
Prasad Wealth Partners
Ohio
$234K
PWP
2005
Parkwoods Wealth Partners
New York
$234K +$234K +1,143 New
OW
2006
Olistico Wealth
Oklahoma
$234K
ES
2007
ETF Store
Kansas
$234K +$2.87K +14 +1%
POIA
2008
Pin Oak Investment Advisors
Texas
$233K
CA
2009
Callahan Advisors
Texas
$233K +$233K +1,138 New
MWPCG
2010
Measured Wealth Private Client Group
New Hampshire
$231K
AA
2011
Armis Advisers
Georgia
$231K +$231K +1,118 New
SCP
2012
Silverleafe Capital Partners
Tennessee
$230K
KWM
2013
Keebeck Wealth Management
Illinois
$230K -$77.1K -375 -25%
FCCM
2014
First City Capital Management
Georgia
$230K -$3.07K -15 -1%
TSMHT
2015
Thurston Springer Miller Herd & Titak
Indiana
$229K +$30.3K +148 +15%
LFA
2016
Level Financial Advisors
New York
$229K
LFP
2017
Lakeshore Financial Planning
Michigan
$229K +$10.2K +50 +5%
FA
2018
Fountainhead AM
New Jersey
$228K +$5.73K +28 +3%
WCM
2019
Wealthcare Capital Management
Virginia
$227K
CM
2020
Capital Management
Virginia
$225K -$675K -3,300 -75%
VFG
2021
V2 Financial group
Illinois
$225K
WC
2022
Waterloo Capital
Texas
$225K
CI
2023
CX Institutional
Indiana
$224K
TCM
2024
Triumph Capital Management
Colorado
$224K
SAM
2025
Silvercrest Asset Management
New York
$224K +$8.8K +43 +4%