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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 %
BSHC
826
Breed's Hill Capital
Massachusetts
$2.54M +$388K +2,000 +18%
RWM
827
Ritholtz Wealth Management
New York
$2.54M -$5.04K -26 -0.2%
AWA
828
Arkadios Wealth Advisors
Georgia
$2.54M +$939K +4,840 +59%
SCG
829
Sonata Capital Group
Washington
$2.53M -$31.8K -164 -1%
CGA
830
Crescent Grove Advisors
Illinois
$2.52M +$39K +201 +2%
AAP
831
Arax Advisory Partners
Colorado
$2.52M -$76.8K -396 -3%
TFO
832
Tarbox Family Office
California
$2.51M -$970 -5 -0%
TFS
833
Thoroughbred Financial Services
Tennessee
$2.5M +$776 +4 +0%
BCI
834
Brinker Capital Investments
Pennsylvania
$2.5M -$683K -3,523 -21%
OPS
835
Orion Portfolio Solutions
Nebraska
$2.5M -$683K -3,523 -21%
AR
836
Advisory Research
Illinois
$2.5M -$217K -1,117 -8%
SA
837
SRH Advisors
Kansas
$2.5M -$122K -630 -5%
FGA
838
Fortis Group Advisors
New Jersey
$2.48M +$268K +1,384 +12%
PAI
839
Pittenger & Anderson Inc
Nebraska
$2.48M +$441K +2,271 +22%
AIM
840
Anchor Investment Management
South Carolina
$2.48M +$776 +4 +0%
WFA
841
Wellspring Financial Advisors
Ohio
$2.47M -$36.3K -187 -1%
ACP
842
Aviance Capital Partners
Florida
$2.46M +$2.52K +13 +0.1%
CA
843
CGN Advisors
Kansas
$2.46M -$183K -942 -7%
HBW
844
Hazlett, Burt & Watson
West Virginia
$2.46M +$48.3K +249 +2%
CWM
845
Centricity Wealth Management
Ohio
$2.45M +$24.6K +127 +1%
Thrivent Financial for Lutherans
846
Thrivent Financial for Lutherans
Minnesota
$2.45M -$1.9M -9,353 -44%
BFIM
847
Beese Fulmer Investment Management
Ohio
$2.45M +$58.2K +300 +2%
SFG
848
Sunburst Financial Group
Alabama
$2.45M -$7.37K -38 -0.3%
LFP
849
Leeward Financial Partners
Washington
$2.44M -$578K -2,978 -19%
NA
850
Novus Advisors
South Carolina
$2.43M +$9.12K +47 +0.4%