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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 %
CF
1551
Convergence Financial
Missouri
$532K -$26.2K -135 -5%
LWM
1552
Lakeridge Wealth Management
Ohio
$532K -$51.4K -265 -9%
LWA
1553
LifeGoal Wealth Advisors
New York
$532K +$3.88K +20 +0.7%
BI
1554
Beckerman Institutional
New Jersey
$531K +$116K +600 +28%
SSW
1555
Stone Summit Wealth
Florida
$530K
TWM
1556
Tanager Wealth Management
United Kingdom
$529K -$53.5K -276 -9%
CAM
1557
Covenant Asset Management
New Jersey
$527K
RTL
1558
Red Tortoise LLC
Georgia
$525K +$1.75K +9 +0.3%
VWA
1559
VSM Wealth Advisory
Maryland
$525K +$3.1K +16 +0.6%
AFA
1560
Avant Financial Advisors
Texas
$523K +$2.52K +13 +0.5%
NLWP
1561
Next Level Wealth Planning
Idaho
$523K +$22.3K +115 +4%
AFG
1562
ABLE Financial Group
Arizona
$522K +$31.6K +163 +6%
PWMG
1563
Prestige Wealth Management Group
New Jersey
$521K -$45K -232 -8%
AWMG
1564
Alliance Wealth Management Group
New Jersey
$519K -$22.3K -115 -4%
TCM
1565
Towercrest Capital Management
Pennsylvania
$519K -$22.3K -115 -4%
CCM
1566
Condor Capital Management
New Jersey
$519K
BFP
1567
Beacon Financial Planning
Massachusetts
$516K
TLA
1568
Tanglewood Legacy Advisors
Texas
$516K
VAF
1569
Values Added Financial
District of Columbia
$514K -$20.6K -106 -4%
GPA
1570
Guidance Point Advisors
Massachusetts
$513K +$10.3K +53 +2%
CWP
1571
Cyndeo Wealth Partners
Florida
$513K -$78.2K -403 -13%
MWM
1572
MBE Wealth Management
Wisconsin
$512K +$15.5K +80 +3%
EL
1573
EWA LLC
Pennsylvania
$511K -$180K -930 -26%
SWA
1574
SFMG Wealth Advisors
Texas
$511K +$99.5K +513 +24%
BC
1575
Bowman & Company
Wisconsin
$510K -$150K -772 -23%