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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 %
FEG
1351
Financial Enhancement Group
Indiana
$746K
TWG
1352
The Wealth Group
Minnesota
$745K +$19.4K +100 +3%
AAM
1353
Aureus Asset Management
Massachusetts
$745K -$127K -656 -15%
AI
1354
Atria Investments
North Carolina
$744K -$553K -2,848 -43%
MDA
1355
Minot DeBlois Advisors
Massachusetts
$741K +$25.4K +131 +4%
RWPA
1356
Richard W. Paul & Associates
Michigan
$741K -$121K -624 -14%
BWG
1357
Balanced Wealth Group
Ohio
$740K -$266K -1,373 -26%
TSW
1358
Thompson Siegel & Walmsley
Virginia
$739K +$88.5K +456 +14%
IB
1359
Intrust Bank
Kansas
$737K
ECA
1360
Elevation Capital Advisory
Oregon
$737K +$372K +1,918 +102%
MBI
1361
May Barnhard Investments
Maryland
$736K +$72K +371 +11%
BHBT
1362
Burke & Herbert Bank & Trust
Virginia
$735K +$7.76K +40 +1%
PHWM
1363
Pine Harbor Wealth Management
Maryland
$735K +$65K +335 +10%
AGA
1364
Arkos Global Advisors
Texas
$732K -$842K -4,340 -54%
LFS
1365
Lutz Financial Services
Nebraska
$729K
JWM
1366
JGP Wealth Management
Oregon
$724K +$43.6K +225 +6%
B
1367
Bailard
California
$722K +$43.3K +223 +6%
AWM
1368
Avaii Wealth Management
Wisconsin
$721K +$194 +1 +0%
BAM
1369
BTS Asset Management
Massachusetts
$719K +$123K +632 +21%
BCA
1370
Bay Capital Advisors
Virginia
$719K -$11.1K -57 -2%
SWM
1371
Seaside Wealth Management
California
$718K -$6.4K -33 -0.9%
Federated Hermes
1372
Federated Hermes
Pennsylvania
$718K -$7.8M -40,204 -92%
SOAMC
1373
Spirit of America Management Corp
New York
$714K -$4.46K -23 -0.6%
KWM
1374
Koa Wealth Management
California
$714K -$23.5K -121 -3%
DFA
1375
Davies Financial Advisors
California
$712K +$282K +1,456 +66%