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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 %
PG
2176
Proffitt & Goodson
Tennessee
$40.1K
UCB
2177
United Community Bank
South Carolina
$39.9K +$18.8K +92 +89%
NECFA
2178
New England Capital Financial Advisors
Connecticut
$39.3K
FAM
2179
Flaharty Asset Management
Florida
$38.9K -$1.64K -8 -4%
TFM
2180
TFC Financial Management
Massachusetts
$38.5K +$32.4K +158 +527%
NRWA
2181
North Ridge Wealth Advisors
Oregon
$37.9K -$1.23K -6 -3%
CFP
2182
Comprehensive Financial Planning
Pennsylvania
$36.4K -$3.68K -18 -9%
LAMC
2183
Longview Asset Management (California)
California
$35.8K
TIM
2184
Thompson Investment Management
Wisconsin
$35.8K
PWM
2185
Proathlete Wealth Management
Florida
$35.4K +$35.4K +173 New
TLCM
2186
Twin Lakes Capital Management
California
$33.5K
W
2187
WealthCollab
Washington
$30.3K
PSB
2188
Piscataqua Savings Bank
New Hampshire
$30.3K
VWA
2189
Valued Wealth Advisors
Utah
$29.8K -$31.9K -155 -52%
GKIM
2190
GW&K Investment Management
Massachusetts
$29K -$10.4K -50 -26%
PWM
2191
Parkworth Wealth Management
California
$28.9K
YDMI
2192
Y.D. More Investments
Israel
$27.8K
CW
2193
Curio Wealth
Maryland
$27.1K +$26.5K +129 +4,300%
WTA
2194
Washington Trust Advisors
Massachusetts
$26.2K
A
2195
Allianz
Germany
$25.4K
BONH
2196
Bank of New Hampshire
New Hampshire
$23.9K
HWP
2197
Highline Wealth Partners
California
$23.6K
MIA
2198
Milestone Investment Advisors
Wisconsin
$22.9K
HC
2199
Hurley Capital
New York
$22K
ANBT
2200
American National Bank & Trust
Texas
$21.9K