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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 %
SFG
1826
Sather Financial Group
Texas
$320K
CFG
1827
Certior Financial Group
Pennsylvania
$319K -$2.29M -11,793 -88%
CD
1828
Chapin Davis
Maryland
$318K -$8.14K -42 -2%
LWA
1829
Lineweaver Wealth Advisors
Ohio
$318K +$194 +1 +0.1%
PSA
1830
Plum Street Advisors
Louisiana
$316K +$104K +535 +49%
WC
1831
Whitney & Co
New York
$316K +$970 +5 +0.3%
GP
1832
Greenline Partners
New York
$315K +$315K +1,624 New
DE
1833
Diversified Enterprises
Delaware
$315K +$388 +2 +0.1%
LA
1834
Lakeside Advisors
Washington
$315K
LHWM
1835
Lake Hills Wealth Management
Texas
$315K
MPCL
1836
My Personal CFO LLC
Washington
$315K
PWM
1837
Paulson Wealth Management
Illinois
$315K -$13.8K -71 -4%
WCM
1838
Weaver Capital Management
Georgia
$312K +$3.69K +19 +1%
AGP
1839
Aspire Growth Partners
Florida
$311K -$10.6K -55 -3%
LWM
1840
Lodestone Wealth Management
Washington
$311K +$56.4K +291 +22%
Deutsche Bank
1841
Deutsche Bank
Germany
$311K
CHC
1842
City Holding Co
West Virginia
$311K -$43.6K -225 -12%
RPWA
1843
Regent Peak Wealth Advisors
Georgia
$311K +$13.6K +70 +5%
SWM
1844
SpringVest Wealth Management
Texas
$310K
DFS
1845
Dixon Fnancial Services
California
$310K
AIM
1846
Acropolis Investment Management
Missouri
$308K +$194 +1 +0.1%
CG
1847
CFO4Life Group
Texas
$307K +$19.8K +102 +7%
WW
1848
Waterfront Wealth
Kansas
$306K +$7.57K +39 +3%
APW
1849
Aurora Private Wealth
New Jersey
$306K -$17.3K -89 -5%
CJ
1850
Caitlin John
Michigan
$306K +$7.17K +37 +2%