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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 %
GTAM
2176
Global Trust Asset Management
Florida
$41.1K
CMA
2177
Cedar Mountain Advisors
Oregon
$41.1K
TFG
2178
Team Financial Group
California
$40.6K +$40.6K +198 New
PG
2179
Proffitt & Goodson
Tennessee
$40.1K
UCB
2180
United Community Bank
South Carolina
$39.9K +$18.8K +92 +89%
NECFA
2181
New England Capital Financial Advisors
Connecticut
$39.3K
FAM
2182
Flaharty Asset Management
Florida
$38.9K -$1.64K -8 -4%
TFM
2183
TFC Financial Management
Massachusetts
$38.5K +$32.4K +158 +527%
NRWA
2184
North Ridge Wealth Advisors
Oregon
$37.9K -$1.23K -6 -3%
CFP
2185
Comprehensive Financial Planning
Pennsylvania
$36.4K -$3.68K -18 -9%
LAMC
2186
Longview Asset Management (California)
California
$35.8K
TIM
2187
Thompson Investment Management
Wisconsin
$35.8K
PWM
2188
Proathlete Wealth Management
Florida
$35.4K +$35.4K +173 New
TLCM
2189
Twin Lakes Capital Management
California
$33.5K
W
2190
WealthCollab
Washington
$30.3K
PSB
2191
Piscataqua Savings Bank
New Hampshire
$30.3K
VWA
2192
Valued Wealth Advisors
Utah
$29.8K -$31.9K -155 -52%
GKIM
2193
GW&K Investment Management
Massachusetts
$29K -$10.4K -50 -26%
PWM
2194
Parkworth Wealth Management
California
$28.9K
YDMI
2195
Y.D. More Investments
Israel
$27.8K
CW
2196
Curio Wealth
Maryland
$27.1K +$26.5K +129 +4,300%
WTA
2197
Washington Trust Advisors
Massachusetts
$26.2K
A
2198
Allianz
Germany
$25.4K
BONH
2199
Bank of New Hampshire
New Hampshire
$23.9K
HWP
2200
Highline Wealth Partners
California
$23.6K