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Vanguard Dividend Appreciation ETF

2,257 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, 927 increasing their positions, 854 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,257
Holders Change
-34
Holders Change %
-1.48%
% of All Funds
30.67%
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
927
Reduced
854
Closed
96
Calls
$126M
Puts
$25.1M
Net Calls
+$101M
Net Calls Change
+$21.1M
Name Holding Trade Value Shares
Change
Shares
Change %
PWP
76
Perfromance Wealth Partners
Illinois
$62.3M +$2.05M +10,588 +3%
3F
77
360 Financial
Minnesota
$62.1M +$2.8M +14,441 +5%
NA
78
NewEdge Advisors
Louisiana
$61.5M -$545K -2,810 -0.9%
BCM
79
Brookstone Capital Management
Illinois
$60M -$5.34M -27,534 -8%
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$59.8M +$3.19M +16,442 +6%
BWFA
81
Baltimore-Washington Financial Advisors
Maryland
$56.8M +$564K +2,907 +1%
BMM
82
Berkshire Money Management
Massachusetts
$55M -$5.74M -29,607 -9%
BPA
83
Beacon Pointe Advisors
California
$54.2M +$521K +2,688 +1%
AO
84
Advisor OS
Illinois
$53.4M -$505K -2,604 -0.9%
PP
85
PDS Planning
Ohio
$51.9M +$923K +4,759 +2%
MA
86
MJP Associates
Connecticut
$51.7M +$546K +2,814 +1%
PA
87
Planning Alternatives
Michigan
$51.5M +$2.03M +10,470 +4%
RCA
88
Resonant Capital Advisors
Wisconsin
$50.5M +$1.44M +7,422 +3%
EK
89
Evensky & Katz
Florida
$49.9M -$114K -589 -0.2%
GI
90
GLOBALT Investments
Georgia
$49.8M -$1.91M -9,870 -4%
EH
91
Equitable Holdings
New York
$47.4M +$2.84M +14,655 +6%
PWP
92
Principle Wealth Partners
Connecticut
$47.1M -$1.4M -7,227 -3%
WA
93
Wealth Architects
California
$46.1M -$1.59M -8,197 -3%
US Bancorp
94
US Bancorp
Minnesota
$45.8M +$936K +4,826 +2%
RA
95
Rational Advisors
New York
$45.5M +$434K +2,238 +1%
BWM
96
Buska Wealth Management
Wisconsin
$45M +$952K +4,908 +2%
Pathstone Holdings
97
Pathstone Holdings
New Jersey
$44.6M +$1.32M +6,815 +3%
NEPWA
98
New England Private Wealth Advisors
Massachusetts
$44.3M -$1.08M -5,574 -2%
Northern Trust
99
Northern Trust
Illinois
$44.2M -$1.94M -10,014 -4%
IA
100
Intellus Advisors
Florida
$41.4M +$549K +2,829 +1%