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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 %
IRC
2151
Investors Research Corp
Georgia
$63.2K
MPW
2152
MASECO Private Wealth
$61K +$61K +298 New
JFG
2153
JDM Financial Group
Texas
$60K
BHWM
2154
Beaird Harris Wealth Management
Texas
$58.9K +$16.2K +79 +38%
TTIC
2155
Tower Trust & Investment Company
Iowa
$58.9K
OWA
2156
Opal Wealth Advisors
New York
$58.3K -$10.2K -50 -15%
WA
2157
WPG Advisers
Maryland
$57.7K +$409 +2 +0.7%
HCM
2158
Horrell Capital Management
Arkansas
$56.1K
APW
2159
Atlantic Private Wealth
North Carolina
$54.6K
MBFW
2160
Morton Brown Family Wealth
Pennsylvania
$53.6K
ACM
2161
Anfield Capital Management
California
$53.2K +$20.5K +100 +63%
VC
2162
Vestor Capital
Illinois
$52K -$93K -458 -64%
DWA
2163
Dougherty Wealth Advisers
Minnesota
$51.2K
SC
2164
Solstein Capital
California
$50.3K +$50.3K +246 New
GWM
2165
Gitterman Wealth Management
New Jersey
$50.1K +$50.1K +245 New
VWM
2166
Valley Wealth Managers
New Jersey
$50.1K
DWM
2167
Dogwood Wealth Management
Kansas
$50.1K
HC
2168
Hara Capital
Washington
$49.9K
PC
2169
Promus Capital
Illinois
$46.3K +$1.43K +7 +3%
CCM
2170
Carderock Capital Management
Maryland
$46.1K +$46.1K +225 New
CAC
2171
Core Alternative Capital
Georgia
$45.6K -$7.78K -38 -15%
HWM
2172
Horizons Wealth Management
North Carolina
$45.4K
HWM
2173
HighMark Wealth Management
Minnesota
$42.7K +$4.91K +24 +13%
CIAS
2174
CBIZ Investment Advisory Services
Ohio
$42.6K
IWM
2175
Inlight Wealth Management
Georgia
$42K