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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 %
BONH
2201
Bank of New Hampshire
New Hampshire
$22.7K -$19.4K -100 -46%
HWP
2202
Highline Wealth Partners
California
$22.4K
MIA
2203
Milestone Investment Advisors
Wisconsin
$21.7K
CYG
2204
Clean Yield Group
Vermont
$21.5K
HC
2205
Hurley Capital
New York
$20.8K
TF
2206
Tompkins Financial
New York
$20.8K -$11.8K -61 -36%
ANBT
2207
American National Bank & Trust
Texas
$20.8K
CWM
2208
CarsonAllaria Wealth Management
Illinois
$20.7K +$195 +1 +1%
UCB
2209
United Community Bank
South Carolina
$20K
HI
2210
Horizon Investments
North Carolina
$20K
DPW
2211
DiNuzzo Private Wealth
Pennsylvania
$19.4K
MCA
2212
Midwest Capital Advisors
Michigan
$19.4K
CVM
2213
Cheviot Value Management
California
$19.2K +$19.2K +100 New
BDPWM
2214
Barnes Dennig Private Wealth Management
Ohio
$17.8K +$17.8K +92 New
CCC
2215
Chelsea Counsel Company
California
$17.1K
KFP
2216
Keener Financial Planning
Texas
$17K +$17K +90 New
SRCM
2217
Signature Resources Capital Management
California
$15.7K
KA
2218
Kozak & Associates
Colorado
$15.2K
HFS
2219
Horizon Financial Services
North Carolina
$15.1K
NWM
2220
Navigoe Wealth Management
California
$13K
MMCM
2221
Murphy & Mullick Capital Management
New York
$12.2K
KWM
2222
Kiker Wealth Management
Georgia
$12.2K +$12.2K +63 New
GWM
2223
Guardian Wealth Management
Illinois
$11.8K
FCT
2224
First Community Trust
Iowa
$11.6K +$11.6K +60 New
DRP
2225
Decker Retirement Planning
Utah
$11.3K -$56.8K -293 -83%