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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 %
BHWM
2151
Beaird Harris Wealth Management
Texas
$58.9K +$16.2K +79 +38%
TTIC
2152
Tower Trust & Investment Company
Iowa
$58.9K
OWA
2153
Opal Wealth Advisors
New York
$58.3K -$10.2K -50 -15%
WA
2154
WPG Advisers
Maryland
$57.7K +$409 +2 +0.7%
HCM
2155
Horrell Capital Management
Arkansas
$56.1K
APW
2156
Atlantic Private Wealth
North Carolina
$54.6K
MBFW
2157
Morton Brown Family Wealth
Pennsylvania
$53.6K
ACM
2158
Anfield Capital Management
California
$53.2K +$20.5K +100 +63%
VC
2159
Vestor Capital
Illinois
$52K -$93K -458 -64%
DWA
2160
Dougherty Wealth Advisers
Minnesota
$51.2K
SC
2161
Solstein Capital
California
$50.3K +$50.3K +246 New
GWM
2162
Gitterman Wealth Management
New Jersey
$50.1K +$50.1K +245 New
VWM
2163
Valley Wealth Managers
New Jersey
$50.1K
DWM
2164
Dogwood Wealth Management
Kansas
$50.1K
HC
2165
Hara Capital
Washington
$49.9K
PC
2166
Promus Capital
Illinois
$46.3K +$1.43K +7 +3%
CCM
2167
Carderock Capital Management
Maryland
$46.1K +$46.1K +225 New
CAC
2168
Core Alternative Capital
Georgia
$45.6K -$7.78K -38 -15%
HWM
2169
Horizons Wealth Management
North Carolina
$45.4K
HWM
2170
HighMark Wealth Management
Minnesota
$42.7K +$4.91K +24 +13%
CIAS
2171
CBIZ Investment Advisory Services
Ohio
$42.6K
IWM
2172
Inlight Wealth Management
Georgia
$42K
GTAM
2173
Global Trust Asset Management
Florida
$41.1K
CMA
2174
Cedar Mountain Advisors
Oregon
$41.1K
TFG
2175
Team Financial Group
California
$40.6K +$40.6K +198 New