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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 %
GWM
351
Global Wealth Management
New Jersey
$10.6M +$52K +268 +0.5%
CIA
352
Capital Investment Advisors
Georgia
$10.6M -$69.6K -359 -0.7%
BFAG
353
Blackston Financial Advisory Group
Florida
$10.6M -$592K -3,052 -5%
SWA
354
Stratos Wealth Advisors
Ohio
$10.5M +$189K +975 +2%
Mirae Asset Global Investments
355
Mirae Asset Global Investments
South Korea
$10.5M +$1.13M +5,873 +12%
PC
356
Pecaut & Co
Iowa
$10.4M +$722K +3,722 +7%
CPWA
357
Cerro Pacific Wealth Advisors
California
$10.4M +$254K +1,298 +2%
RIA
358
Regal Investment Advisors
Michigan
$10.4M -$2.91M -15,001 -22%
CAL
359
Capital Analysts LLC
Pennsylvania
$10.3M +$1.17M +6,024 +13%
FBB
360
Fulton Breakefield Broenniman
Maryland
$10.3M +$1.74M +8,968 +20%
BFO
361
Boston Family Office
Massachusetts
$10.3M -$26.8K -138 -0.3%
AP
362
Advisors Preferred
Maryland
$10.2M -$1.75M -9,054 -15%
FFA
363
Farther Finance Advisors
California
$10.2M +$930K +4,801 +10%
VM
364
VPR Management
Texas
$10.2M
FHA
365
First Horizon Advisors
Tennessee
$10.2M +$1.08M +5,545 +12%
TNB
366
Thomasville National Bank
Georgia
$10.1M -$102K -528 -1%
SWA
367
Safir Wealth Advisors
New Hampshire
$10.1M +$224K +1,156 +2%
GWSA
368
Global Wealth Strategies & Associates
Colorado
$10M +$394K +2,032 +4%
CAG
369
Crestwood Advisors Group
Massachusetts
$9.98M -$92.9K -479 -0.9%
OFS
370
OneAscent Financial Services
Alabama
$9.97M +$5.07M +26,171 +104%
SCA
371
Sandy Cove Advisors
Massachusetts
$9.96M -$471K -2,429 -5%
BIA
372
Bigelow Investment Advisors
Maine
$9.93M -$209K -1,077 -2%
WLIM
373
White Lighthouse Investment Management
Massachusetts
$9.9M -$500K -2,577 -5%
WFA
374
Websterrogers Financial Advisors
South Carolina
$9.83M +$9.34M +48,160 +1,910%
PFP
375
Pinnacle Financial Partners
Tennessee
$9.8M +$1.69M +8,685 +21%