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Vanguard Dividend Appreciation ETF

2,276 hedge funds and large institutions have $42.3B invested in Vanguard Dividend Appreciation ETF in 2025 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 817 increasing their positions, 804 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,276
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
244
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$99.7M
Puts
$22.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
201
SouthState Corp
Florida
$20.9M
JGIA
202
Jackson Grant Investment Advisers
Connecticut
$20.8M
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$20.7M
GFM
204
GEN Financial Management
Minnesota
$20.6M
PFP
205
Pinnacle Financial Partners
Tennessee
$20.6M
IA
206
IFP Advisors
Florida
$20.4M
JFA
207
JNBA Financial Advisors
Minnesota
$20.4M
JWBC
208
J.W. Burns & Co
New York
$20.3M
AAS
209
Annex Advisory Services
Wisconsin
$20.3M
RWP
210
RWA Wealth Partners
Massachusetts
$20.2M
ABC
211
Associated Banc-Corp
Wisconsin
$20.2M
RBC
212
Romano Brothers & Co
Illinois
$20.1M
REMPR
213
Roof Eidam Maycock Peralta (REMP)
California
$20.1M
CWA
214
Clarity Wealth Advisors
California
$20.1M
FM
215
Family Management
New York
$19.9M
BIAS
216
Beacon Investment Advisory Services
New Jersey
$19.9M
FFN
217
Focus Financial Network
Minnesota
$19.9M
LA
218
LM Advisors
California
$19.9M
Lido Advisors
219
Lido Advisors
California
$19.8M
CWM
220
Cornerstone Wealth Management
Missouri
$19.7M
SCA
221
Snowden Capital Advisors
New York
$19.6M
CW
222
CreativeOne Wealth
Kansas
$19.5M
AA
223
Addison Advisors
Vermont
$19.5M
DI
224
DDFG Inc
California
$19M
MWM
225
Mittelman Wealth Management
Massachusetts
$19M