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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 %
SFS
1176
Strategic Financial Services
New York
$1.06M -$153K -790 -13%
CAS
1177
Coppell Advisory Solutions
Texas
$1.05M +$18.4K +97 +2%
SCA
1178
Sage Capital Advisors
South Dakota
$1.05M +$388 +2 +0%
FAG
1179
Fortitude Advisory Group
Washington
$1.05M -$98K -535 -9%
TCMP
1180
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.05M +$1.05M +5,405 New
AI
1181
Accredited Investors
Minnesota
$1.05M +$53K +273 +5%
PMWMG
1182
Parr McKnight Wealth Management Group
Minnesota
$1.05M -$131K -676 -11%
AWMT
1183
AAFMAA Wealth Management & Trust
North Carolina
$1.04M -$8.65M -44,611 -89%
IFWM
1184
Institute for Wealth Management
Colorado
$1.04M -$24.1K -124 -2%
LRIA
1185
Leonard Rickey Investment Advisors
Washington
$1.04M +$4.48K +24 +0.4%
BWM
1186
Blossom Wealth Management
California
$1.04M -$24.6K -127 -2%
FPGK
1187
Financial Partners Group (Kansas)
Kansas
$1.03M +$4.07K +21 +0.4%
BBI
1188
Baxter Bros Inc
Connecticut
$1.03M +$294K +1,517 +40%
OL
1189
Optas LLC
Texas
$1.03M +$516K +2,662 +100%
CF
1190
Claris Financial
Virginia
$1.03M
SIMG
1191
Sonora Investment Management Group
Arizona
$1.03M +$358K +1,844 +53%
SPI
1192
Sutton Place Investors
New York
$1.03M
MLL
1193
Moody Lynn & Lieberson
Massachusetts
$1.03M
WFA
1194
Wells Financial Advisors
Massachusetts
$1.03M +$57.8K +298 +6%
Millennium Management
1195
Millennium Management
New York
$1.03M +$1.03M +5,298 New
BWA
1196
BlueChip Wealth Advisors
Georgia
$1.03M -$28.1K -145 -3%
ORC
1197
O'Rourke & Company
Massachusetts
$1.02M +$5.63K +29 +0.6%
FCFC
1198
First Commonwealth Financial Corp
Pennsylvania
$1.02M -$552K -2,844 -35%
SAM
1199
Secure Asset Management
Michigan
$1.02M -$2.65M -13,635 -72%
I
1200
INVST
Indiana
$1.02M -$43.5K -224 -4%