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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 %
OC
801
Optima Capital
Oregon
$2.72M +$235K +1,210 +9%
FCAS
802
First Command Advisory Services
Texas
$2.72M -$1.1M -5,653 -29%
CHAM
803
Clear Harbor Asset Management
Connecticut
$2.72M +$133K +684 +5%
LCAM
804
London & Capital Asset Management
United Kingdom
$2.71M +$2.71M +13,963 New
OCG
805
Opus Capital Group
Ohio
$2.71M
IWP
806
Innova Wealth Partners
Pennsylvania
$2.71M +$220K +1,135 +9%
BBWP
807
Beacon Bridge Wealth Partners
Pennsylvania
$2.71M -$18.4K -95 -0.7%
PBF
808
Petix & Botte Financial
California
$2.7M +$194 +1 +0%
AWM
809
Accel Wealth Management
Iowa
$2.67M -$21.5K -111 -0.8%
CNBTD
810
Citizens National Bank Trust Department
Mississippi
$2.66M -$31.6K -163 -1%
BWP
811
Burling Wealth Partners
Illinois
$2.66M -$62.1K -320 -2%
EWA
812
Exencial Wealth Advisors
Oklahoma
$2.64M +$283K +1,460 +12%
AF
813
Affiance Financial
Minnesota
$2.64M
HWM
814
Hohimer Wealth Management
Washington
$2.61M -$52.2K -269 -2%
SC
815
Sapient Capital
Indiana
$2.6M +$300K +1,547 +13%
TAM
816
Tocqueville Asset Management
New York
$2.59M +$194 +1 +0%
NCM
817
Next Capital Management
New York
$2.59M -$380K -1,957 -13%
LWP
818
LeClair Wealth Partners
Ohio
$2.58M -$16.1K -83 -0.6%
PHS
819
Pekin Hardy Strauss
Illinois
$2.57M +$95.2K +491 +4%
AFA
820
Arlington Financial Advisors
California
$2.56M +$2.56M +13,193 New
ACA
821
Atlas Capital Advisors
Wyoming
$2.56M +$19.4K +100 +0.8%
PAMG
822
Patton Albertson Miller Group
Tennessee
$2.56M -$200K -1,032 -7%
RC
823
Roundview Capital
New Jersey
$2.55M +$165K +852 +7%
PCP
824
Proficio Capital Partners
Massachusetts
$2.55M +$27.9K +144 +1%
CSC
825
Caldwell Sutter Capital
California
$2.54M +$27.7K +143 +1%