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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 %
C
2251
Covestor
United Kingdom
$1K
VFM
2252
Vision Financial Markets
Connecticut
$975 +$975 +5 New
HNW
2253
High Note Wealth
Minnesota
$970
GC
2254
Gould Capital
Washington
$970
GIM
2255
Gold Investment Management
Alberta, Canada
$969 -$5.43K -28 -85%
IRAG
2256
Investment Research & Advisory Group
Georgia
$582 +$582 +3 New
LC
2257
Luminist Capital
Michigan
$387
BMC
2258
Bear Mountain Capital
Washington
$380 -$950 -5 -71%
RJA
2259
Ross\Johnson & Associates
Minnesota
$194 +$194 +1 New
SVCP
2260
Silicon Valley Capital Partners
California
$163 -$40.3K -247 -100%
CTB
2261
Country Trust Bank
Illinois
$113 -$11.4K -101 -99%
3AM
2262
3EDGE Asset Management
Florida
-$108M -550,500 Closed
PAS
2263
Park Avenue Securities
New York
-$71.1M -363,179 Closed
WP
2264
WMS Partners
Maryland
-$69.2M -353,195 Closed
CPO
2265
Cerity Partners OCIO
New York
-$39.8M -203,026 Closed
SFS
2266
Searcy Financial Services
Kansas
-$25.6M -130,921 Closed
SW
2267
SVB Wealth
Massachusetts
-$13.8M -70,644 Closed
JE
2268
JMAC Enterprises
Pennsylvania
-$5.76M -29,402 Closed
CFGS
2269
Concourse Financial Group Securities
Alabama
-$4.81M -23,932 Closed
QC
2270
Quadrature Capital
United Kingdom
-$4.32M -22,045 Closed
AWAU
2271
Alliance Wealth Advisors (Utah)
Utah
-$3.44M -17,544 Closed
X
2272
Xponance
Pennsylvania
-$2.31M -11,650 Closed
PPWP
2273
Proquility Private Wealth Partners
Nevada
-$2.09M -10,698 Closed
GS
2274
GTS Securities
New York
-$1.45M -7,401 Closed
TSS
2275
Two Sigma Securities
New York
-$1.41M -7,180 Closed