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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 %
HR
1926
Howe & Rusling
New York
$270K +$270K +1,394 New
GG
1927
Greenwood Gearhart
Arkansas
$270K -$197K -1,018 -42%
CMMS
1928
Comprehensive Money Management Services
Florida
$270K
AIA
1929
Alternative Investment Advisors
Florida
$269K -$2.52K -13 -0.9%
PAS
1930
PKS Advisory Services
New York
$269K +$24.6K +127 +10%
EWM
1931
EPG Wealth Management
Georgia
$269K -$8.54K -44 -3%
UFA
1932
Uptown Financial Advisors
Texas
$268K
JEST
1933
JTC Employer Solutions Trustee
Jersey
$267K
CAG
1934
Compass Advisory Group
New York
$267K +$1.36K +7 +0.5%
SIA
1935
SeaBridge Investment Advisors
New Jersey
$266K -$35.5K -183 -12%
MCCP
1936
Mission Creek Capital Partners
California
$266K +$194 +1 +0.1%
BFG
1937
Baron Financial Group
New Jersey
$265K
CCM
1938
Crew Capital Management
Ohio
$265K -$14.9K -77 -5%
WF
1939
Wayfinding Financial
Washington
$265K +$7.15K +37 +3%
SWMP
1940
Signature Wealth Management Partners
New Jersey
$265K
5W
1941
5T Wealth
California
$263K
HW
1942
Hancock Whitney
Mississippi
$263K +$263K +1,355 New
TF
1943
Tenon Financial
New Jersey
$260K +$388 +2 +0.1%
DA
1944
Dash Acquisitions
California
$260K -$17.7K -90 -6%
WWM
1945
Wolff Wiese Magana
California
$259K +$2.13K +11 +0.8%
HP
1946
Haven Private
Florida
$258K +$258K +1,330 New
ACP
1947
Aveo Capital Partners
Colorado
$257K -$193K -1,007 -43%
BHWM
1948
Bay Harbor Wealth Management
Maryland
$257K
CPA
1949
Cathy Pareto & Associates
Florida
$257K +$776 +4 +0.3%
CIA
1950
Caerus Investment Advisors
Texas
$256K