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Vanguard Dividend Appreciation ETF

2,257 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, 927 increasing their positions, 854 reducing their positions, and 96 closing their positions.

Holders
2,257
Holders Change
-34
Holders Change %
-1.48%
% of All Funds
30.67%
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
927
Reduced
854
Closed
96
Calls
$126M
Puts
$25.1M
Net Calls
+$101M
Net Calls Change
+$21.1M
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$4.24B 21,874,924 -2,868,467 -12%
Morgan Stanley
2
Morgan Stanley
New York
$2.43B 12,530,003 +106,549 +0.9%
Wells Fargo
3
Wells Fargo
California
$2.06B 10,618,174 +97,778 +0.9%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.97B 10,160,433 +451,169 +5%
Wealthfront Advisers
5
Wealthfront Advisers
California
$1.47B 7,603,273 +738,441 +11%
UBS Group
6
UBS Group
Switzerland
$1.28B 6,601,993 +42,553 +0.6%
LPL Financial
7
LPL Financial
California
$1.22B 6,285,425 +269,131 +4%
Raymond James Financial
8
Raymond James Financial
Florida
$1.03B 5,329,391 +99,758 +2%
HWM
9
HB Wealth Management
Georgia
$1.03B 5,349,243 +480,314 +10%
Prudential Financial
10
Prudential Financial
New Jersey
$773M 3,985,106 +2,380,422 +148%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$725M 3,739,419 +42,185 +1%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$617M 3,180,265 -525,921 -14%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$586M 3,021,385 +144,010 +5%
Ameriprise
14
Ameriprise
Minnesota
$486M 2,495,978 +78,241 +3%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$448M 2,310,842 +34,876 +2%
HighTower Advisors
16
HighTower Advisors
Illinois
$426M 2,197,819 +3,771 +0.2%
S
17
SignatureFD
Georgia
$381M 1,962,987 +56,760 +3%
MWM
18
Modera Wealth Management
New Jersey
$287M 1,477,951 +86,017 +6%
Osaic Holdings
19
Osaic Holdings
Arizona
$281M 1,446,954 +15,920 +1%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$281M 1,447,041 -59,317 -4%
Mariner
21
Mariner
Kansas
$277M 1,427,487 -2,451 -0.2%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$274M 1,413,464 +160,813 +13%
JIC
23
Joel Isaacson & Co
New York
$241M 1,241,673 +39,988 +3%
HCM
24
Howard Capital Management
Georgia
$234M 1,208,252 -73 -0%
TPI
25
Trust Point Inc
Wisconsin
$229M 1,179,433 -139,075 -11%