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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 %
WFA
626
Wade Financial Advisory
California
$4.41M -$344K -1,772 -7%
FI
627
Financial Insights
Washington
$4.4M -$88.1K -454 -2%
KeyBank National Association
628
KeyBank National Association
Ohio
$4.38M -$481K -2,480 -10%
SWMG
629
Sard Wealth Management Group
Georgia
$4.33M +$5.43K +28 +0.1%
SFG
630
Stonebridge Financial Group
Pennsylvania
$4.31M -$37.4K -193 -0.9%
AC
631
AlphaCore Capital
California
$4.3M +$4.3M +22,153 New
AFM
632
Abbot Financial Management
Massachusetts
$4.28M -$59.6K -307 -1%
PCMF
633
Private Capital Management (Florida)
Florida
$4.28M +$119K +611 +3%
CSP
634
Cary Street Partners
Virginia
$4.27M -$14.7K -76 -0.3%
FDDB
635
Fidelity D&D Bancorp
Pennsylvania
$4.27M +$291K +1,499 +7%
IFS
636
Intelligent Financial Strategies
Minnesota
$4.27M -$84.8K -437 -2%
FNBOMD
637
First National Bank of Mount Dora
Florida
$4.26M -$17.3K -89 -0.4%
RFA
638
Resurgent Financial Advisors
Georgia
$4.26M +$226K +1,165 +6%
CA
639
CSM Advisors
Pennsylvania
$4.25M
HFS
640
Hughes Financial Services
Virginia
$4.24M -$109K -563 -3%
MAWAG
641
Mid-American Wealth Advisory Group
Missouri
$4.16M +$38K +196 +0.9%
SIA
642
SkyView Investment Advisors
New Jersey
$4.14M
CPA
643
Capital Performance Advisors
California
$4.13M +$206K +1,060 +5%
MAS
644
Madden Advisory Services
Florida
$4.12M -$5.43K -28 -0.1%
SPC
645
Spirepoint Private Client
Florida
$4.12M
CW
646
Channel Wealth
California
$4.12M +$14K +72 +0.3%
Financial Engines Advisors
647
Financial Engines Advisors
California
$4.12M -$221K -1,140 -5%
NFA
648
Northwest Financial Advisors
Virginia
$4.1M +$8.54K +44 +0.2%
CAM
649
Columbia Asset Management
Michigan
$4.08M +$11.4K +59 +0.3%
CAAM
650
Cornerstone Advisors Asset Management
Pennsylvania
$4.06M +$582 +3 +0%