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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 %
MFS
1676
Madrona Financial Services
Washington
$416K
SPI
1677
Santori & Peters Inc
Pennsylvania
$416K -$552K -2,845 -57%
MYIA
1678
Mount Yale Investment Advisors
Colorado
$416K -$12.2K -63 -3%
RWM
1679
Revisor Wealth Management
Ohio
$415K +$415K +2,140 New
ERIC
1680
Eagle Rock Investment Company
Georgia
$415K
UAG
1681
United Advisor Group
Ohio
$415K +$415K +2,139 New
OWM
1682
Orgel Wealth Management
Wisconsin
$415K +$22.7K +117 +6%
JWM
1683
Jeppson Wealth Management
California
$415K -$7.76K -40 -2%
AG
1684
AmeriFlex Group
Nevada
$414K +$24.6K +127 +6%
CWM
1685
Crowley Wealth Management
Delaware
$413K +$3.88K +20 +0.9%
CWM
1686
Cahaba Wealth Management
Georgia
$413K +$1.36K +7 +0.3%
AFW
1687
Atlantic Family Wealth
Florida
$413K
HFS
1688
Hantz Financial Services
Michigan
$412K +$412K +2,124 New
SSWM
1689
Strait & Sound Wealth Management
California
$410K -$5.63K -29 -1%
PA
1690
Procyon Advisors
Connecticut
$409K +$161K +828 +65%
PPW
1691
Presilium Private Wealth
Pennsylvania
$408K
SEP
1692
Southland Equity Partners
Missouri
$407K +$582 +3 +0.1%
CSIC
1693
Clifford Swan Investment Counsel
California
$407K
MCFP
1694
Mallini Complete Financial Planning
Florida
$406K -$411K
AIS
1695
American Investment Services
Massachusetts
$404K +$582 +3 +0.1%
OWA
1696
Octavia Wealth Advisors
Ohio
$403K -$62.9K -324 -13%
MPIM
1697
McGinn Penninger Investment Management
Virginia
$403K +$403K +2,077 New
WPC
1698
White Pine Capital
Minnesota
$403K -$5.05K -26 -1%
DTC
1699
Davidson Trust Company
Washington
$402K
CRWM
1700
Castle Rock Wealth Management
California
$402K +$580 +3 +0.1%