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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 %
FNB
1526
Farmers National Bank
Kentucky
$556K -$12.8K -66 -2%
AIA
1527
AssuredPartners Investment Advisors
Florida
$555K +$2.52K +13 +0.5%
SPF
1528
South Plains Financial
Texas
$554K
EM
1529
Excalibur Management
Massachusetts
$554K +$130K +671 +31%
VPIM
1530
Vanguard Personalized Indexing Management
California
$551K +$551K +2,838 New
SF
1531
Seek First
California
$550K +$550K +2,836 New
BOPW
1532
Brandywine Oak Private Wealth
Pennsylvania
$549K +$194 +1 +0%
DC
1533
Dahring Cusmano
Michigan
$549K -$45.8K -236 -8%
O3W
1534
Omni 360 Wealth
New Jersey
$547K -$68.7K -354 -11%
BW
1535
BXM Wealth
Colorado
$547K +$547K +2,820 New
KGP
1536
Keystone Global Partners
Colorado
$545K +$545K +2,809 New
GF
1537
Gimbal Financial
Indiana
$544K +$388 +2 +0.1%
KPWG
1538
KFA Private Wealth Group
Virginia
$544K +$321K +1,656 +144%
LW
1539
Libra Wealth
California
$543K
RW
1540
Regimen Wealth
Georgia
$543K -$233K -1,200 -30%
SBIA
1541
Sheaff Brock Investment Advisors
Indiana
$542K -$68.7K -354 -11%
HFS
1542
Hopwood Financial Services
Virginia
$540K -$13.6K -70 -2%
RA
1543
Rise Advisors
New York
$538K +$81.5K +420 +18%
OBGC
1544
O'Brien Greene & Co
Pennsylvania
$537K -$27.9K -144 -5%
PFG
1545
Pacific Financial Group
Washington
$536K +$60.7K +313 +13%
AMCA
1546
Arthur M. Cohen & Associates
Illinois
$535K
CANC
1547
Culbertson A N & Co
Virginia
$535K
ADL
1548
Asset Dedication LLC
California
$535K -$101K -523 -16%
BWM
1549
BCS Wealth Management
Tennessee
$534K -$26K -134 -5%
CVA
1550
Central Valley Advisors
California
$534K