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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 %
RF
1201
Roxbury Financial
New Jersey
$1.02M +$6.3K +31 +0.6%
USB
1202
Union Savings Bank
Connecticut
$1.01M -$82.3K -424 -8%
CWA
1203
Core Wealth Advisors
Florida
$1.01M +$173K +892 +21%
RWP
1204
Revolve Wealth Partners
New Jersey
$1.01M +$26.6K +137 +3%
MFWP
1205
Mosaic Family Wealth Partners
Missouri
$1M
WIP
1206
WealthCare Investment Partners
Rhode Island
$1M +$4.32K +24 +0.4%
ES
1207
Eagle Strategies
New York
$1M +$140K +723 +16%
JWCA
1208
J.W. Coons Advisors
Ohio
$999K -$23.3K -120 -2%
NWM
1209
Northwest Wealth Management
Iowa
$994K -$73.7K -380 -7%
SLA
1210
Silver Lake Advisory
Utah
$992K +$100K +516 +11%
MADFP
1211
Michael A Dubis Financial Planning
Wisconsin
$990K +$194 +1 +0%
TW
1212
Towerpoint Wealth
California
$990K +$69.1K +356 +8%
JCM
1213
Jag Capital Management
Missouri
$984K
EFP
1214
Elser Financial Planning
Indiana
$983K -$45.4K -234 -4%
PCIG
1215
Partners Capital Investment Group
Massachusetts
$980K +$980K +5,052 New
MCM
1216
Maple Capital Management
Vermont
$974K +$11.6K +60 +1%
BMWM
1217
Brown Miller Wealth Management
Virginia
$971K -$158K -817 -14%
ITIM
1218
Indiana Trust & Investment Management
Indiana
$969K
IP
1219
Ignite Planners
California
$965K +$31.8K +167 +3%
MHIC
1220
Marble Harbor Investment Counsel
Massachusetts
$964K -$8.54K -44 -0.9%
HA
1221
Herold Advisors
New York
$964K -$238K -1,227 -20%
RBCM
1222
Raub Brock Capital Management
California
$963K -$1.24M -6,392 -56%
BAM
1223
Broyhill Asset Management
North Carolina
$958K
MPW
1224
MA Private Wealth
California
$956K
IWN
1225
Independent Wealth Network
Iowa
$952K -$23.3K -120 -2%