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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 %
IAP
1801
Indie Asset Partners
Indiana
$338K -$5.24K -27 -2%
EC
1802
Eaton-Cambridge
Arizona
$336K +$336K +1,732 New
WN
1803
Williams & Novak
California
$336K
PL
1804
Plancorp LLC
Missouri
$335K -$224K -1,157 -40%
LIA
1805
Lynx Investment Advisory
District of Columbia
$334K +$388 +2 +0.1%
MAA
1806
Mraz Amerine & Associates
California
$332K +$11.5K +60 +4%
OWA
1807
Outlook Wealth Advisors
Texas
$332K
LAMNM
1808
Longview Asset Management (New Mexico)
New Mexico
$332K -$34.9K -180 -10%
PWG
1809
Private Wealth Group
Florida
$332K
NFP
1810
Narus Financial Partners
Utah
$329K +$20.2K +104 +7%
LWM
1811
LJI Wealth Management
Indiana
$329K
KWM
1812
Kingsman Wealth Management
Florida
$328K +$328K +1,692 New
SAM
1813
Summit Asset Management
Tennessee
$328K
NFSG
1814
Newbridge Financial Services Group
Florida
$326K -$18.8K -97 -5%
NB
1815
NBT Bank
New York
$325K
SWIG
1816
Strategic Wealth Investment Group
Kentucky
$325K -$419K -2,160 -56%
TFA
1817
Trinity Financial Advisors
Ohio
$324K +$1.13K +6 +0.3%
SM
1818
Sensible Money
Arizona
$324K +$14K +72 +5%
TCM
1819
TruNorth Capital Management
Michigan
$323K
WBC
1820
West Branch Capital
Massachusetts
$323K
BFF
1821
Byrne Financial Freedom
Massachusetts
$322K -$1.94K -10 -0.6%
RF
1822
RHS Financial
California
$322K -$33.2K -171 -9%
AFAS
1823
Acorn Financial Advisory Services
Virginia
$322K -$17.8K -92 -5%
SFG
1824
Shum Financial Group
California
$321K +$7.57K +39 +2%
GWS
1825
Glassman Wealth Services
Virginia
$321K +$7.18K +37 +2%