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Vanguard Dividend Appreciation ETF

2,251 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, 804 increasing their positions, 802 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,251
Holders Change
-7
Holders Change %
-0.31%
% of All Funds
30.19%
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
804
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 %
QWP
2051
Quotient Wealth Partners
Texas
$208K +$208K +1,018 New
CCM
2052
Cloud Capital Management
Washington
$208K
CWP
2053
Curated Wealth Partners
California
$208K +$208K +1,014 New
AAG
2054
Accordant Advisory Group
Maryland
$207K
WW
2055
Winnow Wealth
Texas
$207K +$207K +1,013 New
IPW
2056
Intergy Private Wealth
Colorado
$207K +$207K +1,011 New
CMMS
2057
Comprehensive Money Management Services
Florida
$207K -$77.8K -380 -27%
UWP
2058
Uniting Wealth Partners
Kansas
$206K -$22.3K -109 -10%
ACM
2059
Avalon Capital Management
California
$205K +$205K +1,002 New
FFC
2060
First Financial Corp
Indiana
$205K
EPA
2061
Element Pointe Advisors
Florida
$205K +$205K +1,000 New
SWIA
2062
Solano Wealth Investment Advisors
California
$205K +$205K +1,000 New
LI
2063
LMCG Investments
Massachusetts
$205K +$205K +1,000 New
FCB
2064
First County Bank
Connecticut
$205K +$205K +1,000 New
PWP
2065
Private Wealth Partners
California
$204K +$204K +999 New
PWMG
2066
Pinnacle Wealth Management Group
Michigan
$204K +$204K +998 New
LA
2067
LVW Advisors
New York
$204K +$204K +996 New
LDB
2068
Lee, Danner & Bass
Tennessee
$204K -$20.5K -100 -9%
RFN
2069
Redwood Financial Network
Ohio
$204K +$204K +995 New
BHWM
2070
Bar Harbor Wealth Management
New Hampshire
$204K +$204K +995 New
HCWM
2071
Hidden Cove Wealth Management
Washington
$204K +$204K +995 New
BIP
2072
Blue Investment Partners
California
$202K +$202K +989 New
MPM
2073
Meritage Portfolio Management
Kansas
$202K +$202K +988 New
PWA
2074
Phoenix Wealth Advisors
North Carolina
$202K +$202K +987 New
GPA
2075
Guerra Pan Advisors
New Jersey
$202K +$202K +985 New