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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 %
PRTG
726
Post Resch Tallon Group
New York
$3.35M +$70.2K +365 +2%
FCI
727
Financial Counselors Inc
Kansas
$3.34M -$26K -134 -0.8%
HAM
728
Hickory Asset Management
Ohio
$3.33M -$214K -1,103 -6%
HIA
729
Harbor Investment Advisory
Maryland
$3.33M +$65.8K +339 +2%
WAG
730
Winthrop Advisory Group
Massachusetts
$3.32M -$684K -3,524 -17%
AWM
731
Atticus Wealth Management
Florida
$3.32M +$35.3K +182 +1%
DFG
732
Dupree Financial Group
Kentucky
$3.3M -$31.8K -164 -1%
GWA
733
Gratus Wealth Advisors
Virginia
$3.3M -$15.1K -78 -0.5%
AF
734
Apexium Financial
Texas
$3.29M +$1.26M +6,499 +62%
FGG
735
Financial Guidance Group
Florida
$3.28M -$6.79K -35 -0.2%
LRPA
736
L. Roy Papp & Associates
Arizona
$3.28M +$187K +962 +6%
FWM
737
Fonville Wealth Management
Virginia
$3.27M -$430K -2,217 -12%
CCM
738
Cambridge Capital Management
Illinois
$3.27M -$59.4K -306 -2%
PWMAG
739
Pinnacle Wealth Management Advisory Group
New Jersey
$3.26M -$35.3K -182 -1%
FAM
740
Formidable Asset Management
Ohio
$3.25M +$136K +699 +4%
JFGIW
741
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.25M -$2.91M -14,993 -47%
SQA
742
Simon Quick Advisors
New Jersey
$3.24M -$42.5K -219 -1%
BFS
743
BridgePort Financial Solutions
Iowa
$3.22M
IC
744
Iconiq Capital
California
$3.22M
FMN
745
Financial Management Network
California
$3.22M +$15.5K +88 +0.5%
PGF
746
Plan Group Financial
Oklahoma
$3.22M +$1.13M +5,841 +54%
USCWA
747
U.S. Capital Wealth Advisors
Texas
$3.21M +$51.4K +265 +2%
BlackRock
748
BlackRock
New York
$3.19M +$390K +2,012 +14%
FF
749
Farrell Financial
New York
$3.19M +$7.95K +41 +0.2%
CWM
750
Centurion Wealth Management
Virginia
$3.18M