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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 %
PWA
2076
Phoenix Wealth Advisors
North Carolina
$202K +$202K +987 New
GPA
2077
Guerra Pan Advisors
New Jersey
$202K +$202K +985 New
FIG
2078
FSA Investment Group
Florida
$201K +$201K +982 New
GGI
2079
Godsey & Gibb Inc
Virginia
$201K -$14.1K -69 -7%
RA
2080
Riversedge Advisors
Delaware
$200K +$200K +979 New
NB
2081
NBT Bank
New York
$200K -$143K -700 -42%
BWL
2082
Bogart Wealth LLC
Virginia
$199K -$240K -1,173 -55%
CWM
2083
Copia Wealth Management
Oregon
$196K
FDCP
2084
Foster Dykema Cabot & Partners
Massachusetts
$196K
FPF
2085
First Pacific Financial
Washington
$192K +$108K +526 +127%
CT
2086
Coastline Trust
Rhode Island
$191K
RBC
2087
Roble Belko & Company
Pennsylvania
$180K
ME
2088
McIlrath & Eck
Washington
$176K
CT
2089
Clearstead Trust
Maine
$175K +$64.9K +317 +59%
MM
2090
Main Management
California
$170K
MEG
2091
Millstone Evans Group
Colorado
$163K
RF
2092
Rossby Financial
Florida
$160K +$8.19K +40 +5%
BFP
2093
Briaud Financial Planning
Texas
$160K
CPG
2094
Cornerstone Planning Group
New Jersey
$157K -$18.1K -88 -10%
SR
2095
Syntax Research
Florida
$155K
PGAM
2096
Princeton Global Asset Management
New Jersey
$152K -$58.8K -287 -28%
GM
2097
GeoWealth Management
Illinois
$151K +$12.9K +63 +9%
SAS
2098
Stelac Advisory Services
New York
$145K
MIM
2099
MTM Investment Management
South Carolina
$145K +$145K +707 New
EWP
2100
Elevation Wealth Partners
California
$144K