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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 %
SAM
1376
Synergy Asset Management
Washington
$712K -$707K -3,647 -50%
CC
1377
Courier Capital
New York
$708K +$362K +1,865 +104%
ST
1378
Smithfield Trust
Pennsylvania
$707K
3IP
1379
3Chopt Investment Partners
Virginia
$706K +$706K +3,641 New
NA
1380
Nottingham Advisors
New York
$706K -$620K -3,198 -47%
GBT
1381
Grove Bank & Trust
Florida
$703K
LIA
1382
LBMC Investment Advisors
Tennessee
$702K -$9.51K -49 -1%
AWM
1383
Alterna Wealth Management
Texas
$700K +$329K +1,698 +89%
LEFP
1384
Leading Edge Financial Planning
Tennessee
$699K +$582 +3 +0.1%
WFAG
1385
Worth Financial Advisory Group
North Carolina
$698K +$68.3K +352 +11%
Susquehanna International Group
1386
Susquehanna International Group
Pennsylvania
$697K -$18.5M -95,166 -96%
VCP
1387
Verus Capital Partners
Arizona
$696K -$388 -2 -0.1%
GL
1388
Gerber LLC
Ohio
$695K -$79.1K -408 -10%
KSWA
1389
Kathleen S. Wright Associates
Pennsylvania
$695K +$582 +3 +0.1%
BCM
1390
Boltwood Capital Management
California
$693K -$44.6K -230 -6%
RIM
1391
Rockbridge Investment Management
New York
$691K +$8.34K +43 +1%
SFC
1392
SYM Financial Corp
Indiana
$690K -$6.98K -36 -1%
MSFP
1393
Mark Sheptoff Financial Planning
Connecticut
$689K -$19.2K -99 -3%
UF
1394
Univest Financial
Pennsylvania
$683K +$388 +2 +0.1%
W
1395
Wealthquest
Ohio
$683K -$30.8K -159 -4%
FB
1396
Fulton Bank
Pennsylvania
$681K -$85.2K -439 -11%
RWM
1397
Rockwood Wealth Management
Pennsylvania
$679K -$4.27K -22 -0.6%
FPW
1398
Flagship Private Wealth
Massachusetts
$677K -$235K -1,213 -26%
PP
1399
PrairieView Partners
Minnesota
$677K
FNWM
1400
Financial Network Wealth Management
Utah
$677K +$1.55K +8 +0.2%