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Vanguard Dividend Appreciation ETF

2,253 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, 806 increasing their positions, 802 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,253
Holders Change
-6
Holders Change %
-0.27%
% of All Funds
30.21%
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
806
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 %
MMCM
2226
Murphy & Mullick Capital Management
New York
$13K
BCM
2227
Blume Capital Management
California
$12.7K +$12.7K +62 New
SHIM
2228
Stone House Investment Management
Pennsylvania
$11.1K
FNWA
2229
Financial Network Wealth Advisors
Utah
$10.8K +$1.64K +8 +18%
PS
2230
Pinney & Scofield
Massachusetts
$10.6K
AGWCA
2231
Annis Gardner Whiting Capital Advisors
Florida
$10.5K +$1.03K +5 +11%
TIM
2232
Total Investment Management
Arizona
$10.2K +$10.2K +50 New
PS
2233
PayPay Securities
Japan
$8.6K +$205 +1 +2%
LWMI
2234
Legacy Wealth Management (Idaho)
Idaho
$8.39K
LIS
2235
Legacy Investment Solutions
Idaho
$8.39K +$8.39K +41 New
BTD
2236
BankPlus Trust Department
Mississippi
$8.19K
PCA
2237
PMV Capital Advisers
Texas
$7.16K +$7.16K +35 New
NWM
2238
Nova Wealth Management
Florida
$6.55K -$19.4K -95 -75%
WOC
2239
West Oak Capital
California
$6.4K +$205 +100 +3%
BTC
2240
Bank & Trust Company
Illinois
$6.14K
PSFG
2241
Park Square Financial Group
Georgia
$6.14K
PMIM
2242
Prudent Man Investment Management
Colorado
$4.31K
OWP
2243
ORG Wealth Partners
Texas
$3.72K +$413 +2 +13%
CTB
2244
Country Trust Bank
Illinois
$3.28K +$3.07K +15 +1,500%
AWM
2245
Activest Wealth Management
Florida
$2.99K
BWM
2246
Bernard Wealth Management
Michigan
$2.66K
LFA
2247
LGT Financial Advisors
Texas
$2.05K
KHC
2248
Koesten Hirschmann & Crabtree
Kansas
$1.84K
MAFA
2249
MJT & Associates Financial Advisory
Minnesota
$1.64K
TRCT
2250
Tower Research Capital (TRC)
New York
$1.64K -$205 -1 -11%