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Vanguard Dividend Appreciation ETF

2,267 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, 812 increasing their positions, 805 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

1% more repeat investments, than reductions

Existing positions increased: 812 | Existing positions reduced: 805

0% more funds holding

Funds holding: 2,2642,267 (+3)

7% less funds holding in top 10

Funds holding in top 10: 261244 (-17)

Holders
2,267
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
IA
205
IFP Advisors
Florida
$20.4M
JFA
206
JNBA Financial Advisors
Minnesota
$20.4M
JWBC
207
J.W. Burns & Co
New York
$20.3M
AAS
208
Annex Advisory Services
Wisconsin
$20.3M
RWP
209
RWA Wealth Partners
Massachusetts
$20.2M
ABC
210
Associated Banc-Corp
Wisconsin
$20.2M
RBC
211
Romano Brothers & Co
Illinois
$20.1M
REMPR
212
Roof Eidam Maycock Peralta (REMP)
California
$20.1M
CWA
213
Clarity Wealth Advisors
California
$20.1M
FM
214
Family Management
New York
$19.9M
BIAS
215
Beacon Investment Advisory Services
New Jersey
$19.9M
FFN
216
Focus Financial Network
Minnesota
$19.9M
LA
217
LM Advisors
California
$19.9M
Lido Advisors
218
Lido Advisors
California
$19.8M
CWM
219
Cornerstone Wealth Management
Missouri
$19.7M
SCA
220
Snowden Capital Advisors
New York
$19.6M
CW
221
CreativeOne Wealth
Kansas
$19.5M
AA
222
Addison Advisors
Vermont
$19.5M
DI
223
DDFG Inc
California
$19M
MWM
224
Mittelman Wealth Management
Massachusetts
$19M
SFG
225
Snider Financial Group
Washington
$18.8M