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Vanguard Dividend Appreciation ETF

2,276 hedge funds and large institutions have $42.3B 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, 804 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,276
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
RA
2101
Riversedge Advisors
Delaware
$200K
NB
2102
NBT Bank
New York
$200K
BWL
2103
Bogart Wealth LLC
Virginia
$199K
CWM
2104
Copia Wealth Management
Oregon
$196K
FDCP
2105
Foster Dykema Cabot & Partners
Massachusetts
$196K
FPF
2106
First Pacific Financial
Washington
$192K
CT
2107
Coastline Trust
Rhode Island
$191K
RBC
2108
Roble Belko & Company
Pennsylvania
$180K
ME
2109
McIlrath & Eck
Washington
$176K
CT
2110
Clearstead Trust
Maine
$175K
MM
2111
Main Management
California
$170K
MEG
2112
Millstone Evans Group
Colorado
$163K
RF
2113
Rossby Financial
Florida
$160K
BFP
2114
Briaud Financial Planning
Texas
$160K
CPG
2115
Cornerstone Planning Group
New Jersey
$157K
SR
2116
Syntax Research
Florida
$155K
PGAM
2117
Princeton Global Asset Management
New Jersey
$152K
GM
2118
GeoWealth Management
Illinois
$151K
SAS
2119
Stelac Advisory Services
New York
$145K
MIM
2120
MTM Investment Management
South Carolina
$145K
EWP
2121
Elevation Wealth Partners
California
$144K
CB
2122
Centennial Bank
Arkansas
$143K
BLC
2123
Brown, Lisle/Cummings
Rhode Island
$142K
MFT
2124
Moisand Fitzgerald Tamayo
Florida
$141K
CW
2125
Cooksen Wealth
Texas
$135K