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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 %
KWA
576
Kingswood Wealth Advisors
California
$5.07M -$619K -3,194 -11%
SCA
577
STALEY CAPITAL ADVISERS
Pennsylvania
$5.07M -$73.9K -381 -1%
BFA
578
Beacon Financial Advisory
Ohio
$5.07M -$169K -869 -3%
AFP
579
Ausdal Financial Partners
Iowa
$5.06M +$24.6K +127 +0.5%
DAS
580
Dynamic Advisor Solutions
Arizona
$5.06M +$5.06M +26,060 New
CAG
581
Centerpoint Advisory Group
Kansas
$5.05M -$176K -905 -3%
VWM
582
Vermillion Wealth Management
Minnesota
$5.04M +$77.4K +399 +2%
AP
583
Arlington Partners
Alabama
$5.04M -$26.3M -135,511 -84%
GWSG
584
GPS Wealth Strategies Group
Colorado
$5.04M -$786K -4,053 -13%
IFO
585
Independent Family Office
New York
$5.04M -$58.2K -300 -1%
HPC
586
HM Payson & Co
Maine
$5.03M -$86.9K -448 -2%
ETC
587
Exchange Traded Concepts
Oklahoma
$5.03M +$197K +1,017 +4%
PCM
588
Parsons Capital Management
Rhode Island
$5.01M +$15.9K +82 +0.3%
GS
589
GWN Securities
Florida
$4.99M +$4.18M +21,470 +516%
SW
590
StrongBox Wealth
Missouri
$4.92M -$145K -746 -3%
WAL
591
W Advisors LLC
Tennessee
$4.89M +$102K +526 +2%
AAS
592
Asset Allocation Strategies
Michigan
$4.89M -$1.48M -7,610 -23%
OPW
593
Oxler Private Wealth
New York
$4.88M -$92.9K -479 -2%
NAMP
594
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$4.87M +$182K +940 +4%
AWM
595
Accredited Wealth Management
Kentucky
$4.85M +$440K +2,270 +10%
GSWM
596
Golden State Wealth Management
California
$4.82M +$409K +2,109 +9%
NIWA
597
New Insight Wealth Advisors
California
$4.8M +$242K +1,245 +5%
BMWS
598
Brady Martz Wealth Solutions
North Dakota
$4.77M +$98.7K +509 +2%
IWC
599
Infinity Wealth Counsel
Ohio
$4.77M -$40.9K -211 -0.9%
PI
600
PFG Investments
New York
$4.76M -$294K -1,513 -6%