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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 %
PP
1276
Patten & Patten
Tennessee
$867K +$582 +3 +0.1%
CCG
1277
Cypress Capital Group
Florida
$866K +$120K +621 +16%
BFPW
1278
BOK Financial Private Wealth
Colorado
$864K -$469K -2,418 -35%
APIM
1279
Agate Pass Investment Management
Washington
$861K
CC
1280
Callan Capital
California
$860K -$26K -134 -3%
KFP
1281
KMG Fiduciary Partners
Ohio
$858K +$59.2K +305 +7%
CM
1282
Capital Management
Virginia
$854K
MPWT
1283
MassMutual Private Wealth & Trust
Connecticut
$850K -$60.7K -313 -7%
SPWM
1284
Schrum Private Wealth Management
Florida
$849K +$131K +675 +18%
AC
1285
Anson Capital
Georgia
$847K -$28.9K -149 -3%
KCM
1286
Kathmere Capital Management
Pennsylvania
$846K +$352K +1,817 +71%
SAM
1287
Smithbridge Asset Management
Pennsylvania
$842K +$842K +4,338 New
RA
1288
Rockingstone Advisors
Massachusetts
$841K -$103K -530 -11%
RWA
1289
Redhawk Wealth Advisors
Minnesota
$840K +$21.3K +110 +3%
BWP
1290
BlueStem Wealth Partners
Minnesota
$839K -$95.1K -490 -10%
MBTD
1291
Mechanics Bank - Trust Department
California
$836K +$124K +640 +17%
NWMG
1292
National Wealth Management Group
Ohio
$836K -$259K -1,337 -24%
SFP
1293
Shepherd Financial Partners
Massachusetts
$835K +$437K +2,254 +110%
FVWA
1294
Foster Victor Wealth Advisors
South Carolina
$830K +$830K +4,491 New
JWBC
1295
John W. Brooker & Co
California
$829K +$1.94K +10 +0.2%
ML
1296
McAdam LLC
Pennsylvania
$828K -$138K -709 -14%
OWM
1297
OneAscent Wealth Management
Alabama
$828K -$55.1K -284 -6%
PCM
1298
Prospera Capital Management
Arizona
$827K +$827K +4,266 New
MWM
1299
Melfa Wealth Management
Massachusetts
$824K +$1.94K +10 +0.2%
HPC
1300
Hobart Private Capital
North Carolina
$824K +$31.8K +164 +4%