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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 %
LW
776
Linscomb Wealth
Texas
$2.93M +$172K +885 +6%
TFA
777
Tobias Financial Advisors
Florida
$2.9M -$63.8K -329 -2%
RFM
778
Royal Fund Management
Florida
$2.89M -$2.71M -13,907 -48%
SWA
779
Sax Wealth Advisors
New Jersey
$2.88M +$46.2K +238 +2%
SIG
780
Stonegate Investment Group
Alabama
$2.88M +$4.27K +22 +0.1%
EWA
781
EQ Wealth Advisors
Texas
$2.88M +$197K +1,014 +7%
JCM
782
Jacobi Capital Management
Pennsylvania
$2.88M +$387K +1,994 +16%
NMCM
783
Nicholson Meyer Capital Management
Missouri
$2.87M +$2.87M +14,806 New
Tudor Investment Corp
784
Tudor Investment Corp
Connecticut
$2.85M +$2.85M +14,685 New
RA
785
RFG Advisory
Alabama
$2.84M -$399K -2,057 -12%
MFA
786
Mayflower Financial Advisors
Massachusetts
$2.84M +$8.92K +46 +0.3%
JBA
787
Johnson Bixby & Associates
Washington
$2.84M -$401K -2,067 -12%
LWCFA
788
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.84M
WMWM
789
Wilkins Miller Wealth Management
Alabama
$2.83M +$2.6M +13,378 +1,115%
DWT
790
Dorsey & Whitney Trust
South Dakota
$2.81M -$270K -1,394 -9%
SHFA
791
SC&H Financial Advisors
Maryland
$2.81M +$2.33K +12 +0.1%
SIS
792
Strategic Investment Solutions
Illinois
$2.8M +$1.16M +5,980 +71%
GCL
793
Gouws Capital LLC
North Carolina
$2.8M -$218K -1,124 -7%
WSFS
794
Wilmington Savings Fund Society
Delaware
$2.79M -$295K -1,519 -10%
ACM
795
Advisors Capital Management
New Jersey
$2.78M +$213K +1,098 +8%
LWMNY
796
Landmark Wealth Management (New York)
New York
$2.77M -$57.2K -295 -2%
HP
797
Holistic Planning
Texas
$2.77M -$10.5K -54 -0.4%
NRI
798
NFP Retirement Inc
California
$2.76M -$2.33K -12 -0.1%
WS
799
Wedbush Securities
California
$2.75M -$5.82K -30 -0.2%
Empower Advisory Group
800
Empower Advisory Group
Colorado
$2.74M -$532K -2,740 -16%