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Vanguard Dividend Appreciation ETF

2,257 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, 927 increasing their positions, 854 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,257
Holders Change
-34
Holders Change %
-1.48%
% of All Funds
30.67%
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
927
Reduced
854
Closed
96
Calls
$126M
Puts
$25.1M
Net Calls
+$101M
Net Calls Change
+$21.1M
Name Holding Trade Value Shares
Change
Shares
Change %
DC
51
Davenport & Co
Virginia
$120M +$6.14M +31,657 +5%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$118M -$9.54M -49,191 -7%
GT
53
Glenmede Trust
Pennsylvania
$118M +$1.06M +5,467 +0.9%
PAG
54
Private Advisor Group
New Jersey
$117M +$1.49M +7,704 +1%
Focus Partners Wealth
55
Focus Partners Wealth
Massachusetts
$115M +$9.9M +51,059 +9%
MML Investors Services
56
MML Investors Services
Massachusetts
$110M +$383K +1,974 +0.4%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$105M +$2.36M +12,173 +2%
Fifth Third Bancorp
58
Fifth Third Bancorp
Ohio
$104M -$4.13M -21,296 -4%
SFO
59
Stokes Family Office
Louisiana
$95.5M -$2.58M -13,291 -3%
TPCW
60
TD Private Client Wealth
New York
$88.4M +$1.91M +9,831 +2%
Franklin Resources
61
Franklin Resources
California
$87.6M +$990K +5,102 +1%
Mercer Global Advisors
62
Mercer Global Advisors
Colorado
$86.6M -$3.64M -18,761 -4%
HTC
63
Haverford Trust Company
Pennsylvania
$79.7M +$2.28M +11,767 +3%
SPIA
64
Steward Partners Investment Advisory
New York
$78.7M +$2.14M +11,032 +3%
P
65
&Partners
Tennessee
$78.4M +$20.6M +107,227 +36%
KAS
66
Kestra Advisory Services
Texas
$76.8M -$2.23M -11,504 -3%
Fidelity Investments
67
Fidelity Investments
Massachusetts
$74.4M +$4.53M +23,336 +6%
EA
68
Enclave Advisors
Texas
$71.7M -$7.44M -38,355 -9%
SAI
69
Systematic Alpha Investments
New Jersey
$68.5M
HSWM
70
Hubbell Strickland Wealth Management
Louisiana
$68M -$387K -1,996 -0.6%
IC
71
IEQ Capital
California
$67.3M +$7.95M +41,001 +13%
AWS
72
Atria Wealth Solutions
New York
$66.1M -$2.59M -13,363 -4%
CWM
73
Congress Wealth Management
Massachusetts
$65.1M +$1.04M +5,353 +2%
PCMC
74
Paragon Capital Management (Colorado)
Colorado
$64.5M -$512K -2,637 -0.8%
PWA
75
Provenance Wealth Advisors
Florida
$62.5M -$833K -4,296 -1%