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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 %
HCM
476
Hollencrest Capital Management
California
$7.06M +$33.6K +173 +0.5%
RMAM
477
Raab & Moskowitz Asset Management
New Jersey
$7.04M -$223K -1,152 -3%
MC
478
Moors & Cabot
Massachusetts
$7.01M -$988K -5,092 -12%
OSAM
479
O'Shaughnessy Asset Management
Connecticut
$7M +$1.63M +8,382 +30%
CA
480
Cambridge Advisors
Nebraska
$6.99M -$115K -594 -2%
HNB
481
Huntington National Bank
Ohio
$6.97M -$7.35M
HSG
482
Helen Stephens Group
Texas
$6.95M -$361K -1,863 -5%
BA
483
Bridgewater Advisors
New York
$6.88M +$380 +2 +0%
LWL
484
Leo Wealth LLC
Texas
$6.88M -$245K -1,263 -3%
FL
485
FreeGulliver LLC
Louisiana
$6.85M -$629K -3,240 -8%
GWM
486
Geneos Wealth Management
Colorado
$6.82M +$4.1M +21,052 +151%
CPIG
487
Chicago Partners Investment Group
Illinois
$6.82M +$3.88M +20,191 +132%
VP
488
Verum Partners
North Carolina
$6.73M -$104K -534 -2%
IWP
489
IAG Wealth Partners
Wisconsin
$6.73M -$183K -942 -3%
SDH
490
Sloy Dahl & Holst
Washington
$6.7M -$8.92K -46 -0.1%
CPA
491
Cardiff Park Advisors
California
$6.65M +$43.6K +225 +0.7%
FWA
492
FSC Wealth Advisors
New York
$6.63M -$153K -791 -2%
SW
493
SkyOak Wealth
Michigan
$6.57M +$190K +982 +3%
NFG
494
Nations Financial Group
Iowa
$6.55M +$3.69M +19,009 +129%
MWA
495
Moser Wealth Advisors
Washington
$6.53M +$273K +1,407 +4%
WGC
496
Watts Gwilliam & Co
Arizona
$6.5M +$45.4K +234 +0.7%
MFA
497
McClarren Financial Advisors
Pennsylvania
$6.48M +$6.48M +24,459 New
MWM
498
Meridian Wealth Management
Kentucky
$6.48M -$283K -1,458 -4%
RMDI
499
R.M. Davis Inc
Maine
$6.48M -$7.18K -37 -0.1%
PCG
500
Prosperity Consulting Group
Maryland
$6.47M -$1.03M -5,321 -14%