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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
30.2%
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 %
EGWAG
2051
Elwood & Goetz Wealth Advisory Group
Georgia
$209K +$209K +1,022 New
VPWA
2052
Vestia Personal Wealth Advisors
Indiana
$209K +$209K +1,021 New
QWP
2053
Quotient Wealth Partners
Texas
$208K +$208K +1,018 New
CCM
2054
Cloud Capital Management
Washington
$208K
CWP
2055
Curated Wealth Partners
California
$208K +$208K +1,014 New
AAG
2056
Accordant Advisory Group
Maryland
$207K
WW
2057
Winnow Wealth
Texas
$207K +$207K +1,013 New
IPW
2058
Intergy Private Wealth
Colorado
$207K +$207K +1,011 New
CMMS
2059
Comprehensive Money Management Services
Florida
$207K -$77.8K -380 -27%
UWP
2060
Uniting Wealth Partners
Kansas
$206K -$22.3K -109 -10%
ACM
2061
Avalon Capital Management
California
$205K +$205K +1,002 New
FFC
2062
First Financial Corp
Indiana
$205K
SWIA
2063
Solano Wealth Investment Advisors
California
$205K +$205K +1,000 New
LI
2064
LMCG Investments
Massachusetts
$205K +$205K +1,000 New
EPA
2065
Element Pointe Advisors
Florida
$205K +$205K +1,000 New
FCB
2066
First County Bank
Connecticut
$205K +$205K +1,000 New
PWP
2067
Private Wealth Partners
California
$204K +$204K +999 New
PWMG
2068
Pinnacle Wealth Management Group
Michigan
$204K +$204K +998 New
LA
2069
LVW Advisors
New York
$204K +$204K +996 New
LDB
2070
Lee, Danner & Bass
Tennessee
$204K -$20.5K -100 -9%
RFN
2071
Redwood Financial Network
Ohio
$204K +$204K +995 New
BHWM
2072
Bar Harbor Wealth Management
New Hampshire
$204K +$204K +995 New
HCWM
2073
Hidden Cove Wealth Management
Washington
$204K +$204K +995 New
BIP
2074
Blue Investment Partners
California
$202K +$202K +989 New
MPM
2075
Meritage Portfolio Management
Kansas
$202K +$202K +988 New