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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 %
TPWA
2276
TRUE Private Wealth Advisors
Oregon
-$1.2M -6,129 Closed
BFWA
2277
Benchmark Financial Wealth Advisors
Florida
-$960K -4,901 Closed
NWMG
2278
Nicholson Wealth Management Group
South Carolina
-$873K -4,456 Closed
CP
2279
Coho Partners
Pennsylvania
-$853K -4,356 Closed
BPWM
2280
Black Point Wealth Management
Florida
-$759K -3,877 Closed
LTAS
2281
Linden Thomas Advisory Services
North Carolina
-$706K -3,606 Closed
NG
2282
Norden Group
Utah
-$699K -3,569 Closed
BIP
2283
Blueprint Investment Partners
North Carolina
-$696K -3,553 Closed
LWM
2284
Laidlaw Wealth Management
New York
-$633K -3,231 Closed
HIF
2285
Hill Island Financial
Michigan
-$624K -3,188 Closed
JSAM
2286
J. Safra Asset Management
New York
-$570K -2,910 Closed
DAS
2287
Diversify Advisory Services
Utah
-$559K -2,898 Closed
CIM
2288
Cambria Investment Management
California
-$564K -2,879 Closed
IWA
2289
IBEX Wealth Advisors
New Jersey
-$552K -2,820 Closed
CWP
2290
Curated Wealth Partners
California
-$519K -2,650 Closed
AWA
2291
Aaron Wealth Advisors
Illinois
-$488K -2,492 Closed
LWM
2292
Liberty Wealth Management
California
-$424K -2,164 Closed
AT
2293
American Trust
Kentucky
-$420K -2,147 Closed
BMM
2294
Buffington Mohr McNeal
Idaho
-$415K -2,117 Closed
APC
2295
Asset Planning Corporation
Tennessee
-$350K -1,788 Closed
MFG
2296
Mendota Financial Group
Wisconsin
-$329K -1,678 Closed
MAS
2297
Meeder Advisory Services
Ohio
-$320K -1,633 Closed
IPW
2298
Intergy Private Wealth
Colorado
-$314K -1,603 Closed
NPT
2299
Nixon Peabody Trust
Massachusetts
-$308K -1,575 Closed
EGA
2300
Eagle Global Advisors
Texas
-$304K -1,554 Closed