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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 %
POIA
2001
Pin Oak Investment Advisors
Texas
$231K
FF
2002
Francis Financial
$231K
RB
2003
Rodgers Brothers
Pennsylvania
$231K
BHWA
2004
Beacon Harbor Wealth Advisors
Virginia
$230K
SFB
2005
STAR Financial Bank
Indiana
$230K -$3.88K -20 -2%
BTWM
2006
Brass Tax Wealth Management
Ohio
$230K
WG
2007
Watchman Group
Texas
$229K -$74.3K -383 -24%
BL
2008
Balentine LLC
Georgia
$229K
PP
2009
Pacifica Partners
Canada
$229K +$27.2K +145 +13%
GSEP
2010
Golden State Equity Partners
California
$229K +$8.53K +44 +4%
LJAC
2011
L.J. Altfest & Co
New York
$228K +$1.16K +6 +0.5%
AWM
2012
Accurate Wealth Management
Florida
$228K +$24.8K +134 +12%
NLP
2013
Next Level Private
New York
$227K +$970 +5 +0.4%
CRI
2014
Colonial River Investments
Virginia
$227K -$15.3K -79 -6%
KWMG
2015
King Wealth Management Group
Florida
$227K
BCG
2016
Bravias Capital Group
New Jersey
$227K +$2.52K +13 +1%
VW
2017
Vance Wealth
California
$227K
MCM
2018
Marathon Capital Management
Maryland
$227K
PEA
2019
Park Edge Advisors
Ohio
$226K +$776 +4 +0.3%
TSWM
2020
Triangle Securities Wealth Management
North Carolina
$225K -$32.2K -166 -13%
WIM
2021
Waverton Investment Management
United Kingdom
$225K
AFA
2022
Alpha Financial Advisors
North Carolina
$225K
GFG
2023
Goldstone Financial Group
Illinois
$224K +$224K +1,157 New
MWA
2024
Midland Wealth Advisors
Illinois
$224K -$46.4K -239 -17%
EWM
2025
Elevatus Welath Management
New York
$224K