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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 %
VFIC
951
Valley Forge Investment Consultants
Pennsylvania
$1.86M -$126K -649 -6%
MCA
952
MSH Capital Advisors
Arizona
$1.85M +$143K +737 +8%
NS
953
NBC Securities
Alabama
$1.85M +$1.85M +9,534 +119,175%
WAM
954
WNY Asset Management
New York
$1.84M +$429K +2,213 +30%
AG
955
Ascent Group
Virginia
$1.84M +$1.39M +7,160 +309%
NCM
956
Novare Capital Management
North Carolina
$1.83M -$54.1K -279 -3%
CAI
957
Capital Advisors Inc
Oklahoma
$1.83M +$131K +675 +8%
VFPW
958
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.83M -$542K -2,794 -23%
FFA
959
Founders Financial Alliance
North Carolina
$1.83M +$230K +1,186 +14%
BF
960
BOK Financial
Oklahoma
$1.82M -$25.6K -132 -1%
CCFCSB
961
Cape Cod Five Cents Savings Bank
Massachusetts
$1.8M
Citadel Advisors
962
Citadel Advisors
Florida
$1.79M -$2.89M -14,873 -62%
AWM
963
Aries Wealth Management
Maine
$1.78M +$17.3K +89 +1%
DFG
964
Demars Financial Group
Washington
$1.78M -$38.9K -7,538 -2%
SG
965
Stanich Group
New York
$1.77M -$26K -134 -1%
CM
966
Cornerstone Management
Georgia
$1.76M -$141K -728 -7%
RIA
967
Realta Investment Advisors
Delaware
$1.76M +$209K +1,079 +14%
NRW
968
Nova R Wealth
Kansas
$1.75M +$17.8K +92 +1%
SHGA
969
Sand Hill Global Advisors
California
$1.75M +$182K +939 +12%
GAG
970
GM Advisory Group
New York
$1.74M +$4.07K +21 +0.2%
TA
971
TPG Advisors
Illinois
$1.72M -$28.5K -147 -2%
SC
972
Sepio Capital
Utah
$1.71M
AWM
973
Angeles Wealth Management
California
$1.71M +$194 +1 +0%
KMWM
974
Keudell/Morrison Wealth Management
Oregon
$1.71M -$8.73K -45 -0.5%
WA
975
WBH Advisory
Maryland
$1.7M -$1.16K -6 -0.1%