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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 %
RPC
1251
Rossmore Private Capital
Connecticut
$908K +$698K +3,600 +334%
KOMWMG
1252
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$907K +$35.5K +183 +4%
NDSI
1253
Newman Dignan & Sheerar Inc
Rhode Island
$905K -$56.3K -290 -6%
MFA
1254
Morling Financial Advisors
California
$905K -$20.6K -106 -2%
CAM
1255
Clark Asset Management
New Hampshire
$905K +$224K +1,156 +33%
SFWA
1256
Summit Financial Wealth Advisors
Louisiana
$905K +$73.7K +380 +9%
LT
1257
Legacy Trust
Michigan
$904K +$287K +1,477 +46%
SAW
1258
Signal Advisors Wealth
Michigan
$899K -$187K -962 -17%
CA
1259
Calton & Associates
Florida
$897K +$897K +4,624 New
SRC
1260
Sage Rhino Capital
California
$897K
HCMT
1261
Highland Capital Management (Tennessee)
Tennessee
$892K +$29.3K +151 +3%
IWM
1262
Integris Wealth Management
California
$888K
PNC
1263
Park National Corp
Ohio
$885K -$34.9K -180 -4%
RFA
1264
RTD Financial Advisors
Pennsylvania
$883K
SCM
1265
SOL Capital Management
Maryland
$880K +$24.3K +125 +3%
PPW
1266
Pasadena Private Wealth
California
$880K +$148K +763 +20%
WC
1267
Wolfstich Capital
Massachusetts
$878K
JCM
1268
J2 Capital Management
Michigan
$878K -$16.7K -86 -2%
SMA
1269
Sage Mountain Advisors
Georgia
$878K
VDBMI
1270
Van Den Berg Management I
Texas
$878K -$45.4K -234 -5%
TFM
1271
Trademark Financial Management
Minnesota
$877K +$136K +699 +18%
CFGW
1272
Chancellor Financial Group WB
Pennsylvania
$877K +$45.2K +233 +5%
LFS
1273
Legacy Financial Strategies
Kansas
$876K +$22.3K +115 +3%
JIC
1274
JRM Investment Counsel
Nebraska
$876K -$42.7K -220 -5%
TCM
1275
Telos Capital Management
California
$868K +$52.4K +270 +6%