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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 %
BWM
1026
Birchcreek Wealth Management
Ohio
$1.46M +$92K +474 +7%
ONSWM
1027
Old North State Wealth Management
North Carolina
$1.45M +$51.6K +266 +4%
TDC
1028
Thompson Davis & Co
Virginia
$1.45M +$235K +1,209 +19%
MF
1029
Montis Financial
Massachusetts
$1.45M -$5.82K -30 -0.4%
BAG
1030
Bridgewealth Advisory Group
California
$1.44M -$423K -2,183 -23%
CFS
1031
Compass Financial Services
Iowa
$1.44M -$27K -139 -2%
LSA
1032
Lansing Street Advisors
Pennsylvania
$1.44M -$37.2K -192 -3%
IP
1033
Integras Partners
Georgia
$1.44M -$17.8K -92 -1%
DDC
1034
DF Dent & Co
Maryland
$1.44M -$233K -1,200 -14%
FAB
1035
First American Bank
Illinois
$1.42M
OCPWS
1036
One Charles Private Wealth Services
Massachusetts
$1.42M +$160K +827 +13%
LCM
1037
Logan Capital Management
Pennsylvania
$1.42M -$36.9K -190 -3%
WIM
1038
WealthPlan Investment Management
Nebraska
$1.42M -$2.36M -12,154 -62%
AWA
1039
Arbor Wealth Advisors
Michigan
$1.41M +$2.13K +11 +0.2%
LFG
1040
Larson Financial Group
Missouri
$1.41M +$22.3K +115 +2%
DC
1041
Darrow Company
Massachusetts
$1.41M
MAM
1042
Mystic Asset Management
Rhode Island
$1.4M +$89.2K +460 +7%
SFG
1043
SNS Financial Group
Minnesota
$1.4M +$494K +2,549 +55%
IF
1044
IRON Financial
Illinois
$1.4M +$194 +1 +0%
NWA
1045
Navis Wealth Advisors
New York
$1.4M -$249K -1,282 -15%
GWCM
1046
Godshalk Welsh Capital Management
Pennsylvania
$1.39M +$4.66K +24 +0.3%
LSPW
1047
Lake Street Private Wealth
Illinois
$1.39M -$19.6K -101 -1%
LSWP
1048
Liberty Square Wealth Partners
Pennsylvania
$1.39M -$23.5K -121 -2%
WAG
1049
Wallace Advisory Group
California
$1.38M -$94.4K -482 -6%
RRCM
1050
Rappaport Reiches Capital Management
Illinois
$1.37M