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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 %
CWM
1101
Collaborative Wealth Management
Florida
$1.25M +$8.15K +42 +0.7%
LWM
1102
Luminvest Wealth Management
Arizona
$1.25M -$48.5K -250 -4%
PG
1103
Patten Group
Tennessee
$1.24M -$44.2K -228 -3%
KP
1104
Keel Point
Alabama
$1.24M -$8.54K -44 -0.7%
HAM
1105
Harmony Asset Management
Arizona
$1.23M -$19.4K -100 -2%
MAG
1106
Mayfair Advisory Group
Alabama
$1.23M +$11.4K +59 +0.9%
SSC
1107
Syverson Strege & Co
Iowa
$1.23M
FFO
1108
Fiduciary Family Office
Florida
$1.22M +$1.22M +6,300 New
CFIA
1109
Cantor Fitzgerald Investment Advisors
New York
$1.22M
RT
1110
Rockland Trust
Massachusetts
$1.22M
RW
1111
RVW Wealth
California
$1.22M +$11.6K +60 +1%
Fisher Asset Management
1112
Fisher Asset Management
Washington
$1.21M +$488K +2,514 +67%
SWP
1113
Summit Wealth Partners
Florida
$1.21M -$7.76K -40 -0.6%
BB
1114
Busey Bank
Illinois
$1.21M -$69.8K -360 -5%
SAI
1115
Savvy Advisors Inc
New York
$1.21M +$362K +1,865 +43%
NED
1116
Nancy E. Dempze
$1.21M
MWS
1117
MFA Wealth Services
California
$1.21M +$12.8K +66 +1%
RI
1118
Ridgewood Investments
New Jersey
$1.2M +$196K +1,009 +19%
MRI
1119
Mad River Investors
Massachusetts
$1.2M -$556K -2,865 -32%
ATS
1120
Ashton Thomas Securities
New York
$1.2M +$194 +1 +0%
WFM
1121
Wolff Financial Management
Michigan
$1.2M -$6.01K -31 -0.5%
QCM
1122
QRG Capital Management
Illinois
$1.2M +$80.1K +413 +7%
HCM
1123
Highview Capital Management
Illinois
$1.19M -$29.1K -150 -2%
PCM
1124
Piedmont Capital Management
Montana
$1.19M -$3.82K -22 -0.3%
LWA
1125
Ledgewood Wealth Advisors
New Hampshire
$1.19M