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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 %
VPP
1601
Vertex Planning Partners
Illinois
$481K +$1.75K +9 +0.4%
HPIA
1602
Hamilton Point Investment Advisors
North Carolina
$480K
BBPWM
1603
Blue Bell Private Wealth Management
Pennsylvania
$480K +$113K +580 +31%
CTWM
1604
Cherry Tree Wealth Management
Minnesota
$480K -$3.88K -20 -0.8%
OAM
1605
Oak Asset Management
California
$480K
MAM
1606
McLean Asset Management
Virginia
$476K +$521 +3 +0.1%
PWM
1607
PBMares Wealth Management
Virginia
$475K -$78.6K -405 -14%
WG
1608
Welch Group
Alabama
$473K +$3.84K +20 +0.8%
AOWM
1609
Alpha Omega Wealth Management
Virginia
$473K -$10.3K -53 -2%
KAS
1610
KPP Advisory Services
Kentucky
$472K -$103K -529 -18%
PS
1611
Planned Solutions
California
$472K +$2.33K +12 +0.5%
PCA
1612
Prosperity Capital Advisors
Ohio
$472K +$387 +2 +0.1%
HDIM
1613
Hanson & Doremus Investment Management
Vermont
$471K -$43.2K -223 -8%
CF
1614
Clarity Financial
Texas
$471K +$93.3K +481 +25%
NC
1615
North Capital
Utah
$470K +$470K +2,424 New
CCB
1616
Cutter & Co Brokerage
Missouri
$470K +$470K +2,424 New
QWM
1617
Quadcap Wealth Management
Texas
$470K -$15.9K -82 -3%
RSA
1618
River Street Advisors
Illinois
$469K -$3.3K -17 -0.7%
DPI
1619
Diversified Portfolios Inc
Michigan
$469K
HIC
1620
Holderness Investments Company
North Carolina
$467K +$34.1K +176 +8%
Jane Street
1621
Jane Street
New York
$465K -$1.11M -5,728 -70%
FWM
1622
Focused Wealth Management
New York
$465K +$1.75K +9 +0.4%
RAG
1623
RIA Advisory Group
Iowa
$465K +$72.2K +372 +18%
CG
1624
Clarus Group
Texas
$464K -$4.46K -23 -1%
HCA
1625
Heck Capital Advisors
Wisconsin
$464K