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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 %
BCWM
501
Bartlett & Co Wealth Management
Ohio
$6.46M -$563K -2,904 -8%
CP
502
Creekside Partners
California
$6.44M +$11.8K +61 +0.2%
BW
503
BIP Wealth
Georgia
$6.4M +$65.8K +339 +1%
CCFM
504
Clear Creek Financial Management
Washington
$6.39M -$147K -759 -2%
DFA
505
DHJJ Financial Advisors
Illinois
$6.37M +$16.5K +85 +0.3%
OAJ
506
Ogorek Anthony Joseph
New York
$6.36M -$11.6K -60 -0.2%
CPC
507
Consolidated Planning Corp
Georgia
$6.33M -$38K -196 -0.6%
WIM
508
Westside Investment Management
California
$6.31M -$47.7K -246 -0.7%
SF
509
Summit Financial
New Jersey
$6.31M +$290K +1,495 +5%
RWP
510
Ridgecrest Wealth Partners
California
$6.27M +$595K +3,069 +10%
ODA
511
One Degree Advisors
California
$6.27M -$970 -5 -0%
HWMG
512
Hurlow Wealth Management Group
Indiana
$6.27M -$395K -2,036 -6%
Kovitz Investment Group Partners
513
Kovitz Investment Group Partners
Illinois
$6.27M +$413K +2,128 +7%
TCOV
514
Trust Company of Vermont
Vermont
$6.26M +$256K +1,322 +4%
CAG
515
Csenge Advisory Group
Florida
$6.24M +$15.6K +85 +0.3%
HL
516
HeadInvest LLC
Maine
$6.22M -$252K -1,297 -4%
BWM
517
Benchmark Wealth Management
Connecticut
$6.2M -$234K -1,207 -4%
MSWM
518
McGlone Suttner Wealth Management
Wisconsin
$6.13M -$171K -880 -3%
CFO
519
Colony Family Offices
North Carolina
$6.11M -$65.6K -338 -1%
RCA
520
Ranch Capital Advisors
Florida
$6.09M -$172K -889 -3%
CAM
521
Cidel Asset Management
Ontario, Canada
$6.08M -$331K -1,705 -5%
MW
522
Marcum Wealth
Ohio
$6.06M -$7.95K -41 -0.1%
MWA
523
Muirfield Wealth Advisors
North Carolina
$6.05M -$51K -263 -0.8%
HC
524
Hoese & Co
Minnesota
$6.01M +$236K +1,217 +4%
GSF
525
Grove Street Fiduciary
New Hampshire
$5.98M -$260K -1,338 -4%