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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 %
AC
1876
Asio Capital
Kentucky
$294K
AV
1877
Aspiring Ventures
Ohio
$293K
WE
1878
Wealth Effects
Massachusetts
$293K -$89.8K -463 -23%
MAM
1879
MWA Asset Management
Massachusetts
$292K
NWA
1880
New World Advisors
Massachusetts
$292K
BP
1881
BBR Partners
New York
$291K
OFG
1882
Omega Financial Group
California
$291K
FPCP
1883
Fort Point Capital Partners
California
$291K
PPC
1884
Pennington Partners & Co
Maryland
$291K
FFA
1885
Fragasso Financial Advisors
Pennsylvania
$290K -$20K -103 -6%
KWM
1886
Keebeck Wealth Management
Illinois
$290K
ATC
1887
Adirondack Trust Company
New York
$290K -$1.36K -7 -0.5%
GF
1888
GGM Financials
Ohio
$289K +$582 +3 +0.2%
WWM
1889
Woodside Wealth Management
Massachusetts
$287K +$287K +1,481 New
MCM
1890
Mattern Capital Management
Colorado
$287K -$15.1K -78 -5%
BAM
1891
Bosun Asset Management
Illinois
$285K
OPTFSNA
1892
Old Point Trust & Financial Services N A
Virginia
$285K
HI
1893
Hendershot Investments
Virginia
$284K
AP
1894
Adero Partners
California
$283K +$970 +5 +0.3%
JSW
1895
Journey Strategic Wealth
New Jersey
$283K -$33.6K -173 -11%
FA
1896
Fiducient Advisors
Illinois
$283K +$283K +1,459 New
MPWS
1897
McCarter Private Wealth Services
Massachusetts
$283K +$283K +1,459 New
SEM
1898
Suncoast Equity Management
Florida
$282K +$2.91K +15 +1%
CCA
1899
Clarity Capital Advisors
Florida
$282K
ST
1900
Sentinel Trust
Texas
$282K