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Vanguard Dividend Appreciation ETF

2,249 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, 801 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,249
Holders Change
-8
Holders Change %
-0.35%
% of All Funds
30.19%
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
801
Closed
79
Calls
$99.7M
Puts
$22.5M
Net Calls
+$77.2M
Net Calls Change
-$23.6M
Name Holding Trade Value Shares
Change
Shares
Change %
PS
2226
Pinney & Scofield
Massachusetts
$10.6K
AGWCA
2227
Annis Gardner Whiting Capital Advisors
Florida
$10.5K +$1.03K +5 +11%
TIM
2228
Total Investment Management
Arizona
$10.2K +$10.2K +50 New
PS
2229
PayPay Securities
Japan
$8.6K +$205 +1 +2%
LWMI
2230
Legacy Wealth Management (Idaho)
Idaho
$8.39K
LIS
2231
Legacy Investment Solutions
Idaho
$8.39K +$8.39K +41 New
BTD
2232
BankPlus Trust Department
Mississippi
$8.19K
PCA
2233
PMV Capital Advisers
Texas
$7.16K +$7.16K +35 New
NWM
2234
Nova Wealth Management
Florida
$6.55K -$19.4K -95 -75%
WOC
2235
West Oak Capital
California
$6.4K +$205 +100 +3%
BTC
2236
Bank & Trust Company
Illinois
$6.14K
PSFG
2237
Park Square Financial Group
Georgia
$6.14K
PMIM
2238
Prudent Man Investment Management
Colorado
$4.31K
OWP
2239
ORG Wealth Partners
Texas
$3.72K +$413 +2 +13%
CTB
2240
Country Trust Bank
Illinois
$3.28K +$3.07K +15 +1,500%
AWM
2241
Activest Wealth Management
Florida
$2.99K
BWM
2242
Bernard Wealth Management
Michigan
$2.66K
LFA
2243
LGT Financial Advisors
Texas
$2.05K
KHC
2244
Koesten Hirschmann & Crabtree
Kansas
$1.84K
MAFA
2245
MJT & Associates Financial Advisory
Minnesota
$1.64K
TRCT
2246
Tower Research Capital (TRC)
New York
$1.64K -$205 -1 -11%
FDW
2247
Fourth Dimension Wealth
Ohio
$1.23K
GIM
2248
Gold Investment Management
Alberta, Canada
$1.03K
VFM
2249
Vision Financial Markets
Connecticut
$1.03K +$172 +1 +20%
GC
2250
Gould Capital
Washington
$1.02K