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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 %
MCM
1576
Mengis Capital Management
Oregon
$506K +$194 +1 +0%
CMS
1577
Capital Market Strategies
Florida
$504K -$293K -1,508 -37%
IAA
1578
Independent Advisor Alliance
North Carolina
$504K -$76.6M -395,002 -99%
First Trust Advisors
1579
First Trust Advisors
Illinois
$500K -$10.9K -56 -2%
BCM
1580
Brookmont Capital Management
Texas
$500K -$39K -201 -7%
MCWS
1581
McKinley Carter Wealth Services
West Virginia
$497K +$1.55K +8 +0.3%
MWP
1582
Meridian Wealth Partners
Pennsylvania
$497K -$65.8K -339 -12%
SAM
1583
S.A. Mason
Michigan
$494K -$83.2K -429 -14%
TWP
1584
Total Wealth Planning
Ohio
$494K -$25.4K -131 -5%
BCG
1585
Breakwater Capital Group
New Jersey
$493K -$8.92K -46 -2%
OCM
1586
Orleans Capital Management
Louisiana
$492K +$47.5K +245 +11%
BAAM
1587
Baker Avenue Asset Management
California
$491K +$238K +1,227 +94%
CFS
1588
Cannon Financial Strategists
Georgia
$490K +$582 +3 +0.1%
DA
1589
Dover Advisors
Virginia
$488K +$488K +2,517 New
BFA
1590
Beaumont Financial Advisors
Massachusetts
$488K +$6.01K +31 +1%
RCI
1591
RS Crum Inc
California
$487K +$44K +227 +10%
SIC
1592
Samalin Investment Counsel
New York
$487K -$92K -474 -16%
FWTB
1593
First Western Trust Bank
Colorado
$486K +$17.1K +88 +4%
WF
1594
WinCap Financial
Massachusetts
$485K -$2.32M -11,963 -83%
PWH
1595
Priebe Wealth Holdings
Minnesota
$484K -$4.46K -23 -0.9%
ABLA
1596
Alan B. Lancz & Associates
Ohio
$482K
CGF
1597
Constant Guidance Financial
Massachusetts
$482K -$31.6K -163 -6%
DWM
1598
Denver Wealth Management
Colorado
$481K +$1.75K +9 +0.4%
PWP
1599
Phillips Wealth Planners
Mississippi
$481K -$2.22K -12 -0.5%
IWS
1600
Insight Wealth Strategies
California
$481K -$269K -1,385 -36%