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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 %
GL
751
Graypoint LLC
New York
$3.18M
PB
752
Pinnacle Bancorp
Nebraska
$3.17M -$102K -526 -3%
SCA
753
St. Clair Advisors
Ohio
$3.17M -$236K -1,219 -7%
BCP
754
Blue Chip Partners
Michigan
$3.17M -$23.3K -120 -0.7%
SMAM
755
Sugar Maple Asset Management
Wisconsin
$3.14M -$33K -170 -1%
AFM
756
Aspetuck Financial Management
Connecticut
$3.13M -$16.5K -85 -0.5%
TGAM
757
TBH Global Asset Management
Tennessee
$3.12M +$18.6K +96 +0.6%
SWA
758
Sterling Wealth Advisors
Florida
$3.11M -$70.4K -363 -2%
ET
759
Equitable Trust
Tennessee
$3.1M +$223K +1,147 +8%
CWMS
760
Cannon Wealth Management Services
North Carolina
$3.09M +$408K +2,124 +15%
WBCM
761
Wilson & Boucher Capital Management
California
$3.09M +$26.4K +136 +0.9%
AWP
762
Axis Wealth Partners
Rhode Island
$3.08M +$193K +997 +7%
MBT
763
Montecito Bank & Trust
California
$3.08M -$395K -2,035 -11%
GEA
764
Glen Eagle Advisors
New Jersey
$3.07M +$231K +1,191 +8%
FF
765
Friday Financial
Iowa
$3.06M +$31K +159 +1%
MCC
766
Money Concepts Capital
Florida
$3.05M -$102K -524 -3%
LP
767
LGL Partners
Pennsylvania
$3.05M -$963K -4,966 -24%
CF
768
Conquis Financial
California
$3.04M +$14.2K +73 +0.5%
ATPW
769
Ashton Thomas Private Wealth
Arizona
$3.04M +$810K +4,176 +36%
AFG
770
Atomi Financial Group
New York
$3.01M +$283K +1,461 +10%
ATC
771
Argent Trust Co
Tennessee
$3M +$27.4K +141 +0.9%
AWM
772
Axxcess Wealth Management
California
$2.99M +$85.6K +441 +3%
TP
773
Tranquility Partners
Tennessee
$2.96M +$52.2K +269 +2%
KL
774
KWMG LLC
Kansas
$2.94M -$5.38M -27,717 -65%
AAG
775
Armstrong Advisory Group
Massachusetts
$2.93M