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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 %
W
2076
WPWealth
Texas
$200K -$4.07K -21 -2%
HIG
2077
Heritage Investment Group
Florida
$200K
PGAM
2078
Princeton Global Asset Management
New Jersey
$200K -$582 -3 -0.3%
AAG
2079
Accordant Advisory Group
Maryland
$197K
CCM
2080
Cloud Capital Management
Washington
$195K +$195K +1,006 New
FFC
2081
First Financial Corp
Indiana
$194K
TSMHT
2082
Thurston Springer Miller Herd & Titak
Indiana
$189K +$54.2K +279 +40%
CWM
2083
Copia Wealth Management
Oregon
$186K
FDCP
2084
Foster Dykema Cabot & Partners
Massachusetts
$185K -$23.3K -120 -11%
CT
2085
Coastline Trust
Rhode Island
$181K
PA
2086
PSI Advisors
Florida
$178K
RBC
2087
Roble Belko & Company
Pennsylvania
$171K
ME
2088
McIlrath & Eck
Washington
$167K
CB
2089
Centennial Bank
Arkansas
$167K
MM
2090
Main Management
California
$162K
RWM
2091
Rialto Wealth Management
New York
$161K
CPG
2092
Cornerstone Planning Group
New Jersey
$158K +$128K +690 +431%
MEG
2093
Millstone Evans Group
Colorado
$155K
BFP
2094
Briaud Financial Planning
Texas
$152K
SR
2095
Syntax Research
Florida
$147K +$776 +4 +0.5%
CW
2096
Cooksen Wealth
Texas
$141K +$141K +771 New
RF
2097
Rossby Financial
Florida
$140K +$140K +744 New
HH
2098
HWG Holdings
Texas
$140K +$140K +721 New
MFT
2099
Moisand Fitzgerald Tamayo
Florida
$139K -$66.9K -345 -32%
VC
2100
Vestor Capital
Illinois
$139K +$4.87K +25 +4%