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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 %
5W
2301
5T Wealth
California
-$263K -1,356 Closed
ACP
2302
Aveo Capital Partners
Colorado
-$257K -1,340 Closed
AWM
2303
Altus Wealth Management
Kentucky
-$244K -1,260 Closed
YWS
2304
Yarger Wealth Strategies
Ohio
-$241K -1,241 Closed
BTWM
2305
Baker Tilly Wealth Management
Wisconsin
-$238K -1,226 Closed
RB
2306
Rodgers Brothers
Pennsylvania
-$231K -1,190 Closed
SFB
2307
STAR Financial Bank
Indiana
-$230K -1,185 Closed
EWM
2308
Elevatus Welath Management
New York
-$224K -1,153 Closed
CBB
2309
Citizens Business Bank
California
-$218K -1,122 Closed
OWA
2310
One Wealth Advisors
California
-$209K -1,077 Closed
CCMG
2311
Clark Capital Management Group
Pennsylvania
-$208K -1,073 Closed
OWA
2312
ORBA Wealth Advisors
Illinois
-$205K -1,059 Closed
VFG
2313
Victory Financial Group
Texas
-$203K -1,049 Closed
KG
2314
Kieckhefer Group
Wisconsin
-$201K -1,036 Closed
MAM
2315
Marotta Asset Management
Virginia
-$200K -1,012 Closed
PA
2316
PSI Advisors
Florida
-$178K -920 Closed
HH
2317
HWG Holdings
Texas
-$140K -721 Closed
HCP
2318
Hexagon Capital Partners
Arkansas
-$87.3K -450 Closed
KC
2319
Knuff & Co
California
-$77.6K -400 Closed
ZRP
2320
Zynergy Retirement Planning
New Jersey
-$66.2K -338 Closed
SIM
2321
Synergy Investment Management
Florida
-$38.6K -199 Closed
GWM
2322
Graybill Wealth Management
Illinois
-$37.2K -192 Closed
PPA
2323
Painted Porch Advisors
California
-$34.5K -178 Closed
CYG
2324
Clean Yield Group
Vermont
-$21.5K -111 Closed
KWM
2325
Kiker Wealth Management
Georgia
-$12.2K -63 Closed