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Vanguard Dividend Appreciation ETF

2,279 hedge funds and large institutions have $42.4B 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, 805 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,279
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
CWP
2076
Curated Wealth Partners
California
$208K
AAG
2077
Accordant Advisory Group
Maryland
$207K
WW
2078
Winnow Wealth
Texas
$207K
IPW
2079
Intergy Private Wealth
Colorado
$207K
CMMS
2080
Comprehensive Money Management Services
Florida
$207K
UWP
2081
Uniting Wealth Partners
Kansas
$206K
ACM
2082
Avalon Capital Management
California
$205K
FFC
2083
First Financial Corp
Indiana
$205K
SWIA
2084
Solano Wealth Investment Advisors
California
$205K
FCB
2085
First County Bank
Connecticut
$205K
EPA
2086
Element Pointe Advisors
Florida
$205K
LI
2087
LMCG Investments
Massachusetts
$205K
PWP
2088
Private Wealth Partners
California
$204K
PWMG
2089
Pinnacle Wealth Management Group
Michigan
$204K
LA
2090
LVW Advisors
New York
$204K
LDB
2091
Lee, Danner & Bass
Tennessee
$204K
RFN
2092
Redwood Financial Network
Ohio
$204K
BHWM
2093
Bar Harbor Wealth Management
New Hampshire
$204K
HCWM
2094
Hidden Cove Wealth Management
Washington
$204K
EPAM
2095
Evelyn Partners Asset Management
$203K
BIP
2096
Blue Investment Partners
California
$202K
MPM
2097
Meritage Portfolio Management
Kansas
$202K
PWA
2098
Phoenix Wealth Advisors
North Carolina
$202K
GPA
2099
Guerra Pan Advisors
New Jersey
$202K
FIG
2100
FSA Investment Group
Florida
$201K