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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 %
SIS
1976
Sound Income Strategies
Florida
$242K +$9.7K +50 +4%
OPA
1977
Old Port Advisors
Maine
$242K -$20.4K -105 -8%
YWS
1978
Yarger Wealth Strategies
Ohio
$241K +$582 +3 +0.2%
ISB
1979
Iowa State Bank
Iowa
$240K -$14.7K -76 -6%
AWM
1980
AllSquare Wealth Management
New York
$240K
BPFA
1981
Barnes Pettey Financial Advisors
Mississippi
$240K -$2.72K -14 -1%
RI
1982
Rinkey Investments
California
$239K
KFC
1983
Klingenstein Fields & Co
New York
$238K -$1.94K -10 -0.8%
WFS
1984
Weitzel Financial Services
Iowa
$238K
BTWM
1985
Baker Tilly Wealth Management
Wisconsin
$238K -$2.32M -11,962 -91%
AWM
1986
Abound Wealth Management
Tennessee
$238K
ZIG
1987
Zullo Investment Group
Pennsylvania
$238K
FTC
1988
Farmers Trust Company
Ohio
$237K
CSA
1989
Cottage Street Advisors
Massachusetts
$237K +$582 +3 +0.2%
ACM
1990
Accent Capital Management
Ohio
$237K +$194K +1,000 +455%
AWM
1991
Able Wealth Management
New Jersey
$235K +$11.6K +60 +5%
IP
1992
Isthmus Partners
Wisconsin
$235K
TW
1993
Transform Wealth
Colorado
$234K
TNA
1994
True North Advisors
Texas
$234K +$6.02K +31 +3%
KCP
1995
Kera Capital Partners
California
$234K
RWMG
1996
Redwood Wealth Management Group
New Jersey
$234K
RWS
1997
Resolute Wealth Strategies
Mississippi
$233K +$1.16K +6 +0.5%
CFS
1998
Commonwealth Financial Services
West Virginia
$233K
AT
1999
Avalon Trust
New Mexico
$233K +$175K +900 +300%
FCG
2000
Financial Connections Group
California
$231K -$387 -2 -0.2%