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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 %
HCM
851
Hicks Capital Management
Ohio
$2.43M +$2.43M +12,526 New
HCM
852
Hall Capital Management
Rhode Island
$2.42M -$135K -695 -5%
LMKC
853
L.M. Kohn & Company
Ohio
$2.41M +$221K +1,140 +10%
IAIM
854
International Assets Investment Management
Florida
$2.4M -$109K -563 -4%
EWM
855
Evercore Wealth Management
New York
$2.4M
OLA
856
Oliver Luxxe Assets
New Jersey
$2.4M -$2.22M -11,426 -48%
TCM
857
Tandem Capital Management
New Jersey
$2.4M -$62.1K -320 -3%
EWM
858
Empirical Wealth Management
Washington
$2.4M +$396K +2,042 +20%
FDCDDQ
859
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.39M -$1.59M -8,214 -40%
VHAM
860
Van Hulzen Asset Management
California
$2.39M -$542K -2,792 -18%
SSB
861
Sandy Spring Bank
Maryland
$2.37M -$264K -1,359 -10%
CPIA
862
Cornell Pochily Investment Advisors
New York
$2.37M -$14.4K -74 -0.6%
LSA
863
Lion Street Advisors
Texas
$2.36M -$55.9K -288 -2%
JPLA
864
Joseph P. Lucia & Associates
New York
$2.36M -$31.2K -161 -1%
CIAS
865
Capital Investment Advisory Services
North Carolina
$2.35M +$198K +1,021 +9%
PTC
866
Private Trust Company
Ohio
$2.33M +$148K +762 +7%
DAS
867
DMKC Advisory Services
Iowa
$2.33M -$148K -761 -6%
WIA
868
Wetzel Investment Advisors
Indiana
$2.29M -$47.3K -244 -2%
BST
869
Bath Savings Trust
Maine
$2.28M +$102K +525 +5%
GLA
870
Great Lakes Advisors
Illinois
$2.28M -$67.1K -346 -3%
WB
871
West Bancorporation
Iowa
$2.28M +$94.9K +489 +4%
FTUS
872
Flow Traders U.S.
New York
$2.27M +$2.27M +11,721 New
CWMGO
873
Capstone Wealth Management Group (Oregon)
Oregon
$2.27M
RGC
874
Roberts, Glore & Co
Illinois
$2.26M -$43.6K -225 -2%
BFG
875
Bleakley Financial Group
New Jersey
$2.25M +$167K +860 +8%