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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 %
TCB
1901
Texas Capital Bancshares
Texas
$282K
NRC
1902
New Republic Capital
North Carolina
$282K +$23.9K +123 +9%
MG
1903
McHugh Group
Ohio
$281K
RIS
1904
Retirement Income Solutions
Michigan
$281K
GIM
1905
Goelzer Investment Management
Indiana
$280K
ZIM
1906
Zacks Investment Management
Illinois
$280K -$403K -2,079 -59%
WCM
1907
Windsor Capital Management
Arizona
$280K +$24.4K +126 +10%
KIG
1908
Kennedy Investment Group
New Jersey
$279K +$279K +1,441 New
GHA
1909
Granite Harbor Advisors
Texas
$279K +$1.36K +7 +0.5%
LI
1910
LifeWealth Investments
Florida
$277K
SHWM
1911
Smith & Howard Wealth Management
Georgia
$277K +$8.54K +44 +3%
MSG
1912
Main Street Group
Virginia
$277K +$1.55K +8 +0.6%
GG
1913
Gleason Group
Kentucky
$276K +$1.16K +6 +0.4%
MCM
1914
MV Capital Management
Maryland
$275K
BGAI
1915
Bruce G. Allen Investments
Colorado
$275K -$1.94K -10 -0.7%
PFA
1916
Petra Financial Advisors
Colorado
$274K
IAS
1917
Insigneo Advisory Services
Florida
$274K -$25.8K -133 -9%
OAS
1918
Optivise Advisory Services
Tennessee
$274K -$49.5K -255 -15%
OC
1919
Oakworth Capital
Alabama
$273K
CCA
1920
Checchi Capital Advisers
California
$273K
DWMS
1921
Dominguez Wealth Management Solutions
Virginia
$273K +$15.5K +80 +6%
WFP
1922
Wrenne Financial Planning
Kentucky
$273K
TH
1923
Team Hewins
California
$272K -$273K -1,409 -50%
EC
1924
Enhancing Capital
Pennsylvania
$272K
FAT
1925
First American Trust
California
$271K +$35.3K +182 +15%