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Vanguard Dividend Appreciation ETF

2,251 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
2,251
Holders Change
-7
Holders Change %
-0.31%
% 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
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 %
CCM
2301
Crew Capital Management
Ohio
-$265K -1,367 Closed
5W
2302
5T Wealth
California
-$263K -1,356 Closed
ACP
2303
Aveo Capital Partners
Colorado
-$257K -1,340 Closed
AWM
2304
Altus Wealth Management
Kentucky
-$244K -1,260 Closed
YWS
2305
Yarger Wealth Strategies
Ohio
-$241K -1,241 Closed
BTWM
2306
Baker Tilly Wealth Management
Wisconsin
-$238K -1,226 Closed
RB
2307
Rodgers Brothers
Pennsylvania
-$231K -1,190 Closed
SFB
2308
STAR Financial Bank
Indiana
-$230K -1,185 Closed
EWM
2309
Elevatus Welath Management
New York
-$224K -1,153 Closed
CBB
2310
Citizens Business Bank
California
-$218K -1,122 Closed
OWA
2311
One Wealth Advisors
California
-$209K -1,077 Closed
CCMG
2312
Clark Capital Management Group
Pennsylvania
-$208K -1,073 Closed
OWA
2313
ORBA Wealth Advisors
Illinois
-$205K -1,059 Closed
VFG
2314
Victory Financial Group
Texas
-$203K -1,049 Closed
KG
2315
Kieckhefer Group
Wisconsin
-$201K -1,036 Closed
MAM
2316
Marotta Asset Management
Virginia
-$200K -1,012 Closed
PA
2317
PSI Advisors
Florida
-$178K -920 Closed
HH
2318
HWG Holdings
Texas
-$140K -721 Closed
HCP
2319
Hexagon Capital Partners
Arkansas
-$87.3K -450 Closed
KC
2320
Knuff & Co
California
-$77.6K -400 Closed
ZRP
2321
Zynergy Retirement Planning
New Jersey
-$66.2K -338 Closed
SIM
2322
Synergy Investment Management
Florida
-$38.6K -199 Closed
GWM
2323
Graybill Wealth Management
Illinois
-$37.2K -192 Closed
PPA
2324
Painted Porch Advisors
California
-$34.5K -178 Closed
CYG
2325
Clean Yield Group
Vermont
-$21.5K -111 Closed