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Vanguard Dividend Appreciation ETF

2,250 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
2,250
Holders Change
-7
Holders Change %
-0.31%
% of All Funds
30.18%
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 %
CW
2101
Cooksen Wealth
Texas
$135K -$22.7K -111 -14%
WAS
2102
Winch Advisory Services
Wisconsin
$134K +$41K +200 +44%
BCM
2103
Boreal Capital Management
Florida
$134K +$134K +650 New
MLA
2104
MB, Levis & Associates
Pennsylvania
$133K
CTA
2105
Colonial Trust Advisors
South Carolina
$133K +$58.9K +288 +79%
BAM
2106
Bellevue Asset Management
Washington
$129K +$205 +1 +0.2%
NOI
2107
Newton One Investments
Delaware
$128K
WCM
2108
Winthrop Capital Management
Indiana
$128K
SJIM
2109
St. Johns Investment Management
Florida
$123K +$123K +600 New
GA
2110
GoalVest Advisory
New York
$122K
MA
2111
MCF Advisors
Kentucky
$121K
SIC
2112
SJS Investment Consulting
Ohio
$120K
ABWM
2113
Alpine Bank Wealth Management
Colorado
$114K
SL
2114
Salomon & Ludwin
Virginia
$113K -$9.91K -48 -8%
FW
2115
Fairway Wealth
Ohio
$111K
AWM
2116
Avondale Wealth Management
Texas
$106K
TC
2117
Truvestments Capital
Florida
$105K -$1.02K -5 -1%
EWM
2118
Evermay Wealth Management
Virginia
$105K -$4.71K -23 -4%
RWM
2119
Rialto Wealth Management
New York
$101K -$68.8K -336 -40%
FMTCOCP
2120
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$97K +$85.7K +417 +758%
NMG
2121
New Millennium Group
Utah
$96.8K
Kayne Anderson Rudnick Investment Management
2122
Kayne Anderson Rudnick Investment Management
California
$95.2K -$11.1K -54 -10%
TCM
2123
Traub Capital Management
Massachusetts
$91.5K +$91.5K +447 New
TPWA
2124
Twin Peaks Wealth Advisors
California
$90.9K +$90.9K +436 New
PFBT
2125
Parkside Financial Bank & Trust
Missouri
$90.5K