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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 %
SC
201
SouthState Corp
Florida
$20.9M -$326K -1,595 -2%
JGIA
202
Jackson Grant Investment Advisers
Connecticut
$20.8M +$564K +2,755 +3%
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$20.7M -$1.29M -6,310 -6%
GFM
204
GEN Financial Management
Minnesota
$20.6M -$8.3M -40,501 -29%
IA
205
IFP Advisors
Florida
$20.4M +$1.04M +5,090 +5%
JFA
206
JNBA Financial Advisors
Minnesota
$20.4M -$550K -2,688 -3%
JWBC
207
J.W. Burns & Co
New York
$20.3M +$1.43M +7,006 +8%
AAS
208
Annex Advisory Services
Wisconsin
$20.3M -$1.85M -9,035 -8%
RWP
209
RWA Wealth Partners
Massachusetts
$20.2M -$804K -3,930 -4%
ABC
210
Associated Banc-Corp
Wisconsin
$20.2M -$815K -3,984 -4%
RBC
211
Romano Brothers & Co
Illinois
$20.1M +$527K +2,573 +3%
REMPR
212
Roof Eidam Maycock Peralta (REMP)
California
$20.1M -$1.83M -8,930 -8%
CWA
213
Clarity Wealth Advisors
California
$20.1M +$509K +2,486 +3%
FM
214
Family Management
New York
$19.9M -$188K -917 -0.9%
BIAS
215
Beacon Investment Advisory Services
New Jersey
$19.9M +$1.05M +5,127 +6%
FFN
216
Focus Financial Network
Minnesota
$19.9M -$252K -1,228 -1%
LA
217
LM Advisors
California
$19.9M +$91.9K +449 +0.5%
Lido Advisors
218
Lido Advisors
California
$19.8M +$1.46M +7,127 +8%
CWM
219
Cornerstone Wealth Management
Missouri
$19.7M +$539K +2,635 +3%
SCA
220
Snowden Capital Advisors
New York
$19.6M +$65.4K +318 +0.3%
CW
221
CreativeOne Wealth
Kansas
$19.5M +$59.8K +292 +0.3%
AA
222
Addison Advisors
Vermont
$19.5M +$259K +1,267 +1%
DI
223
DDFG Inc
California
$19M +$849K +4,147 +5%
MWM
224
Mittelman Wealth Management
Massachusetts
$19M -$252K -1,232 -1%
SFG
225
Snider Financial Group
Washington
$18.8M +$337K +1,647 +2%