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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 %
S
1476
SimplyRich
California
$601K
DWM
1477
Destination Wealth Management
California
$601K +$38.8K +200 +7%
Russell Investments Group
1478
Russell Investments Group
United Kingdom
$596K +$7.57K +39 +1%
PMFA
1479
Plante Moran Financial Advisors
Michigan
$595K -$111K -573 -16%
JC
1480
JB Capital
Connecticut
$595K +$5.82K +30 +1%
EWA
1481
ERTS Wealth Advisors
Michigan
$595K
TMWM
1482
Taylor & Morgan Wealth Management
Michigan
$593K -$53.2K -274 -8%
AL
1483
ACAS LLC
California
$591K -$11.4K -60 -2%
RAS
1484
RPS Advisory Solutions
Kentucky
$591K +$52.4K +270 +10%
ML
1485
Mayport LLC
Massachusetts
$591K +$154K +796 +35%
RFP
1486
Root Financial Partners
California
$590K -$106K -548 -15%
CAMG
1487
CWA Asset Management Group
Florida
$590K -$38.8K -200 -6%
GI
1488
GAMMA Investing
California
$590K +$276K +1,422 +88%
JCFM
1489
JBR Co Financial Management
Oklahoma
$589K
FFA
1490
Fortune Financial Advisors
Kansas
$589K +$366K +1,886 +164%
VIM
1491
Vista Investment Management
Pennsylvania
$588K -$3.88K -20 -0.7%
MTWM
1492
Masso Torrence Wealth Management
New Jersey
$587K
IWA
1493
Icon Wealth Advisors
Texas
$586K
WCM
1494
Winebrenner Capital Management
Kentucky
$586K -$17.8K -92 -3%
FA
1495
Financial Alternatives
California
$586K
WMS
1496
Wealth Management Strategies
Pennsylvania
$585K +$2.91K +15 +0.5%
BFC
1497
Bedel Financial Consulting
Indiana
$585K +$70K +367 +14%
BIG
1498
Brookwood Investment Group
Arizona
$584K +$584K +3,011 New
CWA
1499
Capital Wealth Alliance
Arizona
$584K +$150K +772 +35%
HFO
1500
Heritage Family Offices
Arizona
$584K