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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 %
AC
926
Almitas Capital
California
$2M +$989K +5,100 +98%
SWM
927
Sagace Wealth Management
Florida
$1.99M -$54.9K -283 -3%
PWM
928
Power Wealth Management
Georgia
$1.99M -$809K -4,168 -29%
PGWM
929
Pitti Group Wealth Management
New York
$1.99M +$52.6K +271 +3%
DWM
930
Defined Wealth Management
Oregon
$1.98M -$2.33K -12 -0.1%
APW
931
Acima Private Wealth
Virginia
$1.98M
CWA
932
CJM Wealth Advisers
Virginia
$1.98M
MW
933
Members Wealth
Pennsylvania
$1.98M +$138K +712 +8%
LI
934
LRI Investments
Florida
$1.97M +$80.1K +413 +4%
RSWA
935
Robinson Smith Wealth Advisors
Maine
$1.96M +$28.3K +146 +1%
MA
936
MKT Advisors
California
$1.96M -$69K -393 -3%
FFS
937
Founders Financial Securities
Maryland
$1.96M +$780K +4,125 +66%
FCH
938
Freestone Capital Holdings
Washington
$1.95M +$703K +3,625 +56%
JGCM
939
Joseph Group Capital Management
Ohio
$1.95M -$120K -621 -6%
CFCI
940
Comprehensive Financial Consultants Institutional
Indiana
$1.93M +$9.31K +48 +0.5%
CCWM
941
Cassaday & Co Wealth Management
Virginia
$1.93M +$112K +575 +6%
KA
942
KDT Advisors
New York
$1.93M +$241K +1,240 +14%
EA
943
Emerald Advisors
Washington
$1.92M +$175K +903 +10%
EFG
944
Ethos Financial Group
Pennsylvania
$1.92M +$6.66K +34 +0.3%
PCI
945
Planning Center Inc
Illinois
$1.91M +$4.85K +25 +0.3%
TA
946
TrueWealth Advisors
Alabama
$1.91M +$388 +2 +0%
GWP
947
Gateway Wealth Partners
Wisconsin
$1.9M -$102K -526 -5%
ICM
948
IMS Capital Management
Oregon
$1.9M +$5.82K +30 +0.3%
TA
949
TFG Advisers
Michigan
$1.88M +$2.33K +12 +0.1%
BCM
950
BluePointe Capital Management
California
$1.88M +$317K +1,635 +20%