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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
CW
2126
Cooksen Wealth
Texas
$135K
WAS
2127
Winch Advisory Services
Wisconsin
$134K
BCM
2128
Boreal Capital Management
Florida
$134K
MLA
2129
MB, Levis & Associates
Pennsylvania
$133K
CTA
2130
Colonial Trust Advisors
South Carolina
$133K
BAM
2131
Bellevue Asset Management
Washington
$129K
NOI
2132
Newton One Investments
Delaware
$128K
WCM
2133
Winthrop Capital Management
Indiana
$128K
SJIM
2134
St. Johns Investment Management
Florida
$123K
GA
2135
GoalVest Advisory
New York
$122K
MA
2136
MCF Advisors
Kentucky
$121K
SIC
2137
SJS Investment Consulting
Ohio
$120K
ABWM
2138
Alpine Bank Wealth Management
Colorado
$114K
SL
2139
Salomon & Ludwin
Virginia
$113K
FW
2140
Fairway Wealth
Ohio
$111K
APW
2141
Aventura Private Wealth
Florida
$106K
AWM
2142
Avondale Wealth Management
Texas
$106K
TC
2143
Truvestments Capital
Florida
$105K
EWM
2144
Evermay Wealth Management
Virginia
$105K
RWM
2145
Rialto Wealth Management
New York
$101K
FMTCOCP
2146
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$97K
NMG
2147
New Millennium Group
Utah
$96.8K
Kayne Anderson Rudnick Investment Management
2148
Kayne Anderson Rudnick Investment Management
California
$95.2K
TCM
2149
Traub Capital Management
Massachusetts
$91.5K
TPWA
2150
Twin Peaks Wealth Advisors
California
$90.9K