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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 %
TCM
2126
Traub Capital Management
Massachusetts
$91.5K +$91.5K +447 New
TPWA
2127
Twin Peaks Wealth Advisors
California
$90.9K +$90.9K +436 New
PFBT
2128
Parkside Financial Bank & Trust
Missouri
$90.5K
TFA
2129
Toth Financial Advisory
Virginia
$90.1K -$10.6K -52 -11%
RFG
2130
REAP Financial Group
Texas
$86.2K -$5.12K -25 -6%
HT
2131
Headlands Technologies
Illinois
$84.3K -$49.3K -241 -37%
SCA
2132
Stuart Chaussee & Associates
California
$83.9K
WAM
2133
WFA Asset Management
Wisconsin
$83K
1L
2134
10Elms LLP
Oklahoma
$81.9K
FFO
2135
Fortitude Family Office
Arizona
$77.4K -$2.87K -14 -4%
T
2136
Transce3nd
Texas
$75.8K -$4.71K -23 -6%
AIP
2137
Ameritas Investment Partners
Nebraska
$74K
CAM
2138
Clarity Asset Management
Iowa
$72.6K +$12.3K +60 +20%
CSPIA
2139
Cary Street Partners Investment Advisory
Virginia
$72.5K +$13.1K +64 +22%
FCMT
2140
Founders Capital Management (Texas)
Texas
$71.6K
T
2141
Tidemark
California
$71.2K
FWM
2142
FSA Wealth Management
Massachusetts
$69.5K
TWD
2143
True Wealth Design
Ohio
$69.4K -$38.1K -186 -35%
AP
2144
Atwood & Palmer
Missouri
$68.8K
SN
2145
Sittner & Nelson
Oregon
$67.1K
CCMI
2146
Creative Capital Management Investments
California
$67.1K +$19.9K +97 +42%
PWMG
2147
Private Wealth Management Group
New Jersey
$65.5K
CCMW
2148
Cypress Capital Management (Wyoming)
Wyoming
$65.4K
EAM
2149
Eukles Asset Management
Ohio
$64.3K
SWA
2150
SOA Wealth Advisors
New York
$64.1K