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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 %
ANBT
2201
American National Bank & Trust
Texas
$21.9K
CWM
2202
CarsonAllaria Wealth Management
Illinois
$21.8K
CVM
2203
Cheviot Value Management
California
$20.7K
1IA
2204
1620 Investment Advisors
Massachusetts
$20.5K -$8.19K -40 -29%
MCA
2205
Midwest Capital Advisors
Michigan
$20.5K
DPW
2206
DiNuzzo Private Wealth
Pennsylvania
$20.5K
GJIA
2207
Glass Jacobson Investment Advisors
Maryland
$20.3K +$18.9K +92 +1,314%
BDPWM
2208
Barnes Dennig Private Wealth Management
Ohio
$18.8K
OLVIG
2209
Oliver Lagore Vanvalin Investment Group
Michigan
$18.8K +$18.8K +97 New
CCC
2210
Chelsea Counsel Company
California
$18.1K
KFP
2211
Keener Financial Planning
Texas
$18K
KA
2212
Kozak & Associates
Colorado
$16.9K +$206 +1 +1%
SRCM
2213
Signature Resources Capital Management
California
$16.6K
SHF
2214
Safe Harbor Fiduciary
Florida
$16.4K -$16.8K -82 -51%
HFS
2215
Horizon Financial Services
North Carolina
$16K
SFA
2216
Semmax Financial Advisors
North Carolina
$14.9K +$14.9K +72 New
NWM
2217
Navigoe Wealth Management
California
$14K
RS
2218
Rakuten Securities
Japan
$13.7K -$33.8K -165 -71%
RWM
2219
RMG Wealth Management
Wisconsin
$13.6K +$13.6K +66 New
FGC
2220
Financial Gravity Companies
Texas
$13.1K +$13.1K +641,889 New
VWWMG
2221
Vermillion & White Wealth Management Group
Pennsylvania
$13.1K -$594K -2,900 -98%
BSB
2222
Bangor Savings Bank
Maine
$13.1K -$31.9K -156 -71%
MMCM
2223
Murphy & Mullick Capital Management
New York
$13K
BCM
2224
Blume Capital Management
California
$12.7K +$12.7K +62 New
SHIM
2225
Stone House Investment Management
Pennsylvania
$11.1K