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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 %
FIG
2076
FSA Investment Group
Florida
$201K +$201K +982 New
GGI
2077
Godsey & Gibb Inc
Virginia
$201K -$14.1K -69 -7%
RA
2078
Riversedge Advisors
Delaware
$200K +$200K +979 New
NB
2079
NBT Bank
New York
$200K -$143K -700 -42%
BWL
2080
Bogart Wealth LLC
Virginia
$199K -$240K -1,173 -55%
CWM
2081
Copia Wealth Management
Oregon
$196K
FDCP
2082
Foster Dykema Cabot & Partners
Massachusetts
$196K
FPF
2083
First Pacific Financial
Washington
$192K +$108K +526 +127%
CT
2084
Coastline Trust
Rhode Island
$191K
RBC
2085
Roble Belko & Company
Pennsylvania
$180K
ME
2086
McIlrath & Eck
Washington
$176K
CT
2087
Clearstead Trust
Maine
$175K +$64.9K +317 +59%
MM
2088
Main Management
California
$170K
MEG
2089
Millstone Evans Group
Colorado
$163K
RF
2090
Rossby Financial
Florida
$160K +$8.19K +40 +5%
BFP
2091
Briaud Financial Planning
Texas
$160K
CPG
2092
Cornerstone Planning Group
New Jersey
$157K -$18.1K -88 -10%
SR
2093
Syntax Research
Florida
$155K
PGAM
2094
Princeton Global Asset Management
New Jersey
$152K -$58.8K -287 -28%
GM
2095
GeoWealth Management
Illinois
$151K +$12.9K +63 +9%
SAS
2096
Stelac Advisory Services
New York
$145K
MIM
2097
MTM Investment Management
South Carolina
$145K +$145K +707 New
EWP
2098
Elevation Wealth Partners
California
$144K
CB
2099
Centennial Bank
Arkansas
$143K -$32.7K -160 -19%
BLC
2100
Brown, Lisle/Cummings
Rhode Island
$142K