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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 %
NCFG
2026
New Century Financial Group
New Jersey
$223K -$183K -896 -45%
ANB
2027
Amarillo National Bank
Texas
$223K
FFG
2028
First Financial Group
North Carolina
$222K
SWM
2029
Stark Wealth Management
Pennsylvania
$221K +$221K +1,081 New
FSC
2030
Full Sail Capital
Oklahoma
$220K +$3.89K +19 +2%
FCM
2031
Fortis Capital Management
Washington
$218K +$218K +1,064 New
GIA
2032
Guyasuta Investment Advisors
Pennsylvania
$217K +$1.64K +8 +0.8%
NAM
2033
NorthCrest Asset Manangement
Minnesota
$217K +$217K +1,045 New
AI
2034
ArchPoint Investors
Florida
$214K
CCA
2035
Clearwater Capital Advisors
Illinois
$214K -$3.07K -15 -1%
ZIM
2036
Zacks Investment Management
Illinois
$213K -$81.8K -400 -28%
VPF
2037
Vantage Point Financial
Illinois
$213K
FFA
2038
Florida Financial Advisors
Florida
$213K +$213K +1,041 New
MWM
2039
Maltin Wealth Management
New Jersey
$213K
RWB
2040
RMR Wealth Builders
New Jersey
$212K +$212K +1,033 New
RDWM
2041
Red Door Wealth Management
Tennessee
$212K -$6.75K -33 -3%
CWP
2042
Core Wealth Partners
California
$211K -$10.2K -50 -5%
HIG
2043
Heritage Investment Group
Florida
$211K
RI
2044
Rinkey Investments
California
$211K -$40.9K -200 -16%
W
2045
WPWealth
Texas
$211K -$614 -3 -0.3%
AMIM
2046
Aull & Monroe Investment Management
Alabama
$211K +$211K +1,030 New
GSEP
2047
Golden State Equity Partners
California
$211K -$30.7K -150 -13%
AC
2048
Arjuna Capital
North Carolina
$210K +$210K +1,028 New
NWMG
2049
Nicholson Wealth Management Group
South Carolina
$210K +$210K +1,026 New
VL
2050
Vorpal LLC
Tennessee
$209K +$209K +1,023 New