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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 %
NRG
2026
Nemes Rush Group
Michigan
$223K +$194 +1 +0.1%
ST
2027
Spinnaker Trust
Maine
$223K -$14.2K -73 -6%
AA
2028
AF Advisors
California
$223K
B
2029
BetterWealth
California
$223K
PWP
2030
Prasad Wealth Partners
Ohio
$222K -$28.5K -147 -11%
OW
2031
Olistico Wealth
Oklahoma
$221K -$32.2K -166 -13%
FCCM
2032
First City Capital Management
Georgia
$221K -$10.7K -55 -5%
XPN
2033
XY Planning Network
Montana
$221K -$687K -3,540 -76%
TLFA
2034
True Link Financial Advisors
California
$221K -$31.4K -162 -12%
SIM
2035
Stratos Investment Management
Ohio
$220K -$29.1K -150 -12%
MWPCG
2036
Measured Wealth Private Client Group
New Hampshire
$219K -$135K -695 -38%
ES
2037
ETF Store
Kansas
$219K +$388 +2 +0.2%
KIM
2038
Kestra Investment Management
Texas
$218K +$218K +1,126 New
SCP
2039
Silverleafe Capital Partners
Tennessee
$218K +$218K +1,126 New
CBB
2040
Citizens Business Bank
California
$218K -$308K -1,587 -59%
LFA
2041
Level Financial Advisors
New York
$217K +$217K +1,118 New
UWP
2042
Uniting Wealth Partners
Kansas
$217K +$217K +1,117 New
MSF
2043
Mustard Seed Financial
Arkansas
$216K +$388 +2 +0.2%
WCM
2044
Wealthcare Capital Management
Virginia
$216K +$216K +1,111 New
FWA
2045
FSM Wealth Advisors
Ohio
$214K +$214K +1,103 New
VFG
2046
V2 Financial group
Illinois
$213K
WC
2047
Waterloo Capital
Texas
$213K +$213K +1,100 New
LDB
2048
Lee, Danner & Bass
Tennessee
$212K
SWM
2049
SK Wealth Management
Rhode Island
$212K +$901 +5 +0.4%
TCM
2050
Triumph Capital Management
Colorado
$212K +$212K +1,093 New