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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 %
CP
676
Capital Planning
Washington
$3.75M +$115K +594 +3%
BIA
677
Bell Investment Advisors
California
$3.75M +$93.1K +480 +3%
KWM
678
Kaydan Wealth Management
Michigan
$3.74M +$29.3K +151 +0.8%
FWM
679
Forza Wealth Management
Florida
$3.74M +$12.8K +66 +0.3%
CAM
680
CPA Asset Management
Florida
$3.73M +$116K +597 +3%
SIA
681
Schechter Investment Advisors
Michigan
$3.73M -$1.29M -6,663 -26%
AIC
682
Archer Investment Corporation
Indiana
$3.72M -$38.6K -199 -1%
CCA
683
Conservest Capital Advisors
Pennsylvania
$3.71M -$45.2K -233 -1%
PWP
684
Pursue Wealth Partners
California
$3.7M +$200K +1,030 +6%
MAM
685
Mainsail Asset Management
Alabama
$3.69M -$41.3K -213 -1%
RWMH
686
Riverpoint Wealth Management Holdings
Illinois
$3.69M +$13.2K +68 +0.4%
PFA
687
Pathway Financial Advisers
Indiana
$3.68M -$33.8K -174 -0.9%
SP
688
Stablepoint Partners
Massachusetts
$3.67M -$19.6K -101 -0.5%
DJSG
689
D.J. St. Germain
Massachusetts
$3.66M -$127K -654 -3%
CBT
690
CoreFirst Bank & Trust
Kansas
$3.65M +$6.4K +33 +0.2%
PCA
691
Pallas Capital Advisors
Massachusetts
$3.64M +$132K +678 +4%
FCA
692
FLC Capital Advisors
California
$3.64M
MCCA
693
Mill Creek Capital Advisors
Pennsylvania
$3.63M +$110K +566 +3%
FWIA
694
Fort Washington Investment Advisors
Ohio
$3.62M -$81.7K -421 -2%
KIA
695
KCM Investment Advisors
California
$3.61M +$11.3K +58 +0.3%
NPFS
696
Novak & Powell Financial Services
Florida
$3.61M -$42.7K -220 -1%
ACS
697
Archford Capital Strategies
Illinois
$3.6M -$8.07M -41,617 -69%
GA
698
GSG Advisors
New Jersey
$3.6M -$14.6K -78 -0.4%
D
699
Dentgroup
Louisiana
$3.59M -$11.3K -58 -0.3%
BWM
700
Baron Wealth Management
Michigan
$3.59M +$5.63K +29 +0.2%