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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 %
GHAM
1701
Gilman Hill Asset Management
Connecticut
$402K
FBT
1702
First Bank & Trust
South Dakota
$401K -$11.6K -60 -3%
SDWMA
1703
Schneider Downs Wealth Management Advisors
Pennsylvania
$400K -$19.8K -102 -5%
WA
1704
Westfuller Advisors
New York
$399K -$85.6K -441 -18%
DI
1705
Disciplined Investors
Texas
$398K +$398K +2,054 New
WAM
1706
Walker Asset Management
Missouri
$398K +$194 +1 +0%
DA
1707
Doliver Advisors
Texas
$398K
BFIC
1708
Bedell Frazier Investment Counselling
California
$398K
AF
1709
Advisornet Financial
Minnesota
$398K -$2.72K -14 -0.7%
JPWM
1710
Jamison Private Wealth Management
Georgia
$397K +$1.16K +6 +0.3%
PWM
1711
Palumbo Wealth Management
New York
$397K +$1.16K +6 +0.3%
APG
1712
Abacus Planning Group
South Carolina
$396K +$776 +4 +0.2%
NA
1713
Nestegg Advisors
New York
$396K +$1.94K +10 +0.5%
APA
1714
Astoria Portfolio Advisors
New York
$394K +$46.5K +250 +13%
ECA
1715
Elevated Capital Advisors
Utah
$394K +$12K +62 +3%
OSNBOA
1716
Old Second National Bank of Aurora
Illinois
$393K
MIC
1717
Means Investment Company
Maine
$390K +$970 +5 +0.2%
FWM
1718
Finer Wealth Management
Massachusetts
$388K
NCFG
1719
New Century Financial Group
New Jersey
$385K -$218K -1,123 -36%
C
1720
Certuity
Florida
$384K -$3.49K -18 -0.9%
RWM
1721
Rockline Wealth Management
New York
$384K -$5.63K -29 -1%
CWA
1722
Continuum Wealth Advisors
New York
$384K
LC
1723
Lindbrook Capital
California
$383K
CA
1724
Claro Advisors
Massachusetts
$382K +$2.33K +12 +0.6%
IFA
1725
Index Fund Advisors
California
$382K -$5.82K -30 -2%