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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 %
AG
1451
AlTi Global
New York
$621K -$61.7K -318 -9%
MAC
1452
Mason & Associates (California)
California
$619K -$41.1K -212 -6%
KMC
1453
Kirr Marbach & Co
Indiana
$619K +$619K +3,191 New
BCCM
1454
Bridge Creek Capital Management
Massachusetts
$618K +$117K +605 +23%
PSF
1455
Pacific Sun Financial
California
$616K -$38K -196 -6%
NGA
1456
Naples Global Advisors
Florida
$615K -$120K -620 -16%
RBWA
1457
RFG - Bristol Wealth Advisors
Massachusetts
$613K -$10.9K -56 -2%
SLC
1458
Second Line Capital
Louisiana
$613K +$69.1K +356 +13%
SWM
1459
Selective Wealth Management
Virginia
$612K -$52.8K -286 -8%
FWCM
1460
Ferguson Wellman Capital Management
Oregon
$612K -$10.7K -55 -2%
GFWA
1461
Grey Fox Wealth Advisors
Delaware
$609K +$67.1K +346 +12%
EA
1462
Ellsworth Advisors
Ohio
$609K -$102K -527 -14%
BBA
1463
BLB&B Advisors
Pennsylvania
$608K +$123K +633 +25%
AW
1464
Alteri Wealth
California
$608K +$91.6K +472 +18%
EP
1465
Essential Planning
New Hampshire
$606K -$26.8M -138,071 -98%
RFA
1466
Rollins Financial Advisors
New York
$606K +$14.4K +74 +2%
AMM
1467
American Money Management
California
$606K -$5.82K -30 -1%
FFA
1468
First Foundation Advisors
California
$605K
BI
1469
Ballast Inc
Kentucky
$605K
SFP
1470
Sterling Financial Planning
New Jersey
$604K +$10.5K +54 +2%
GT
1471
Glenview Trust
Kentucky
$604K -$7.18K -37 -1%
P
1472
Pitcairn
Pennsylvania
$603K -$472K -2,432 -44%
HA
1473
Helium Advisors
Washington
$603K
CAP
1474
Columbia Advisory Partners
Washington
$602K +$602K +3,104 New
SWM
1475
Schwallier Wealth Management
Michigan
$602K -$970 -5 -0.2%