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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 %
CPRC
651
Consolidated Portfolio Review Corp
New York
$4.05M +$64.4K +332 +2%
CB
652
Commerce Bank
Missouri
$4.03M -$175K -900 -4%
CIM
653
Corda Investment Management
Texas
$4.01M +$237K +1,221 +6%
C1AG
654
Client 1st Advisory Group
Florida
$3.98M -$582 -3 -0%
EAM
655
Evanson Asset Management
California
$3.97M +$6.79K +35 +0.2%
TC
656
Trilogy Capital
California
$3.96M -$20.2K -104 -0.5%
GWAG
657
Garrett Wealth Advisory Group
Texas
$3.95M +$96K +495 +2%
BJL
658
Brighton Jones LLC
Washington
$3.92M -$2.78M -14,338 -41%
DOA
659
D'Orazio & Associates
Virginia
$3.89M -$684K -3,525 -15%
KA
660
Kovack Advisors
Florida
$3.89M +$123K +632 +3%
VBWMG
661
Von Berge Wealth Management Group
California
$3.88M +$468K +2,484 +14%
PSP
662
Principal Street Partners
Tennessee
$3.87M +$11.6K +60 +0.3%
ZF
663
Zhang Financial
Michigan
$3.87M +$13.8K +71 +0.4%
AC
664
Avant Capital
Louisiana
$3.87M +$21.1K +109 +0.5%
CWM
665
CIBC World Markets
New York
$3.85M +$358K +1,845 +10%
LSIA
666
LaSalle St. Investment Advisors
Illinois
$3.84M +$1.42M +7,332 +59%
FMII
667
Farmers & Merchants Investments Inc
Nebraska
$3.82M -$12.4K -64 -0.3%
KWS
668
Keystone Wealth Services
California
$3.81M -$25.8K -133 -0.7%
HT
669
Heritage Trust
Oklahoma
$3.81M -$56.3K -290 -1%
VWM
670
Venturi Wealth Management
Texas
$3.8M +$1.55K +8 +0%
TVWM
671
Tower View Wealth Management
Wisconsin
$3.79M +$9.31K +48 +0.2%
KJWM
672
Kiley Juergens Wealth Management
Washington
$3.78M -$388 -2 -0%
MSAM
673
Moloney Securities Asset Management
Missouri
$3.76M +$775K +3,997 +26%
BOH
674
Bank of Hawaii
Hawaii
$3.75M -$237K -1,222 -6%
JFG
675
JMG Financial Group
Illinois
$3.75M -$7.57K -39 -0.2%