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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
FF
2001
Francis Financial
$244K
GFG
2002
Goldstone Financial Group
Illinois
$243K
BHWA
2003
Beacon Harbor Wealth Advisors
Virginia
$243K
GF
2004
Gries Financial
Ohio
$243K
BL
2005
Balentine LLC
Georgia
$242K
WG
2006
Watchman Group
Texas
$242K
LJAC
2007
L.J. Altfest & Co
New York
$240K
NLP
2008
Next Level Private
New York
$240K
BCG
2009
Bravias Capital Group
New Jersey
$239K
MCM
2010
Marathon Capital Management
Maryland
$239K
KWMG
2011
King Wealth Management Group
Florida
$239K
SWGC
2012
Summit Wealth Group (Colorado)
Colorado
$239K
PEA
2013
Park Edge Advisors
Ohio
$238K
TSWM
2014
Triangle Securities Wealth Management
North Carolina
$238K
WWP
2015
Waypoint Wealth Partners
California
$238K
CRI
2016
Colonial River Investments
Virginia
$238K
RK
2017
Rather & Kittrell
Tennessee
$238K
WIM
2018
Waverton Investment Management
United Kingdom
$238K
MWA
2019
Midland Wealth Advisors
Illinois
$237K
NRG
2020
Nemes Rush Group
Michigan
$236K
AA
2021
AF Advisors
California
$235K
CCP
2022
Carmel Capital Partners
California
$235K
B
2023
BetterWealth
California
$235K
PWP
2024
Prasad Wealth Partners
Ohio
$234K
PWP
2025
Parkwoods Wealth Partners
New York
$234K