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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 %
RFA
1951
Reyes Financial Architecture
California
$255K
CWA
1952
Clearview Wealth Advisors
Oregon
$254K -$4.07K -21 -2%
CWP
1953
Concord Wealth Partners
Virginia
$254K +$582 +3 +0.2%
PCA
1954
Peddock Capital Advisors
Massachusetts
$253K -$6.21K -32 -2%
FSWA
1955
Financial Synergies Wealth Advisors
Texas
$253K
SC
1956
Schubert & Co
Texas
$252K
AWA
1957
Archvest Wealth Advisors
California
$252K +$19.4K +100 +8%
GIA
1958
GHP Investment Advisors
Colorado
$251K -$25.2K -130 -9%
GCM
1959
G2 Capital Management
Ohio
$251K
AIC
1960
Argus Investors Counsel
New York
$251K +$251K +1,293 New
VIP
1961
Vista Investment Partners
Oklahoma
$251K +$22.9K +118 +10%
CWA
1962
Canvas Wealth Advisors
Kansas
$250K +$250K +1,357 New
GAM
1963
Gould Asset Management
California
$250K +$7.18K +37 +3%
VIA
1964
Victrix Investment Advisors
Florida
$250K +$250K +1,287 New
MCP
1965
Mirador Capital Partners
California
$249K
RMC
1966
Resources Management Corp
Connecticut
$249K
OCM
1967
One Capital Management
California
$249K -$37.7K -194 -13%
MPAM
1968
Murphy Pohlad Asset Management
Minnesota
$247K +$37.8K +195 +18%
SWMG
1969
Stillwater Wealth Management Group
Florida
$246K +$41.5K +214 +20%
NC
1970
Napatree Capital
Rhode Island
$246K +$16.9K +87 +7%
LOPW
1971
Live Oak Private Wealth
North Carolina
$245K +$18.8K +97 +8%
AWM
1972
Altus Wealth Management
Kentucky
$244K +$2.33K +12 +1%
EAM
1973
Empirical Asset Management
Massachusetts
$244K -$1.02M -5,252 -81%
FFB
1974
First Financial Bankshares
Texas
$243K
OFS
1975
Oldfather Financial Services
Nebraska
$243K