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Vanguard Dividend Appreciation ETF

2,259 hedge funds and large institutions have $39.4B invested in Vanguard Dividend Appreciation ETF in 2025 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 928 increasing their positions, 855 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,259
Holders Change
-34
Holders Change %
-1.48%
% of All Funds
30.68%
Holding in Top 10
261
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-5.78%
% of All Funds
3.55%
New
117
Increased
928
Reduced
855
Closed
96
Calls
$126M
Puts
$25.1M
Net Calls
+$101M
Net Calls Change
+$21.1M
Name Holding Trade Value Shares
Change
Shares
Change %
ERFOTCOFW
251
Employees Retirement Fund of the City of Fort Worth
Texas
$15.1M
MSFS
252
Main Street Financial Solutions
Pennsylvania
$15.1M +$3.23M +16,641 +27%
FPW
253
Flywheel Private Wealth
California
$15.1M +$244K +1,257 +2%
MWA
254
Martel Wealth Advisors
Washington
$15M -$1.12M -5,764 -7%
ACA
255
Aptus Capital Advisors
Alabama
$15M +$1.12M +5,788 +8%
WANY
256
Wealthspire Advisors (New York)
New York
$14.9M +$7.33M +37,777 +96%
WAG
257
Wheelhouse Advisory Group
Missouri
$14.9M +$808K +4,166 +6%
FIC
258
Family Investment Center
Missouri
$14.9M -$73.7K -380 -0.5%
SC
259
Syon Capital
California
$14.8M +$1M +5,159 +7%
AGC
260
Aspen Grove Capital
Colorado
$14.8M +$970 +5 +0%
IA
261
Integrity Alliance
Iowa
$14.7M +$7.2M +37,113 +96%
AQR Capital Management
262
AQR Capital Management
Connecticut
$14.7M +$4.11M +21,165 +39%
JAG
263
Journey Advisory Group
Kentucky
$14.7M +$733K +3,777 +5%
KP
264
Kitching Partners
Pennsylvania
$14.5M +$1.25M +6,434 +9%
HSA
265
HBK Sorce Advisory
Pennsylvania
$14.5M -$80.5K -415 -0.6%
CCAM
266
Cascades Capital Asset Management
North Carolina
$14.5M +$1.25M +6,435 +9%
HNWAG
267
High Net Worth Advisory Group
Florida
$14.5M +$53K +273 +0.4%
CIA
268
Concurrent Investment Advisors
Florida
$14.4M +$657K +3,388 +5%
FTWA
269
Fifth Third Wealth Advisors
Ohio
$14.3M +$1.52M +7,821 +12%
VWA
270
Visionary Wealth Advisors
Illinois
$14.3M +$286K +1,474 +2%
Natixis Advisors
271
Natixis Advisors
Massachusetts
$14.2M +$237K +1,224 +2%
CAM
272
Cozad Asset Management
Illinois
$14.2M -$67.9K -350 -0.5%
FFWA
273
FRG Family Wealth Advisors
Washington
$14.1M -$221K -1,137 -2%
BNP Paribas Financial Markets
274
BNP Paribas Financial Markets
France
$13.9M +$419K +2,160 +3%
AssetMark Inc
275
AssetMark Inc
California
$13.9M +$12.7M +65,612 +1,073%