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Vanguard Dividend Appreciation ETF

2,511 hedge funds and large institutions have $46.1B invested in Vanguard Dividend Appreciation ETF in 2026 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 976 increasing their positions, 933 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

644% more call options, than puts

Call options by funds: $93.6M | Put options by funds: $12.6M

43% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 96

5% more repeat investments, than reductions

Existing positions increased: 976 | Existing positions reduced: 933

0% less funds holding

Funds holding: 2,5142,511 (-3)

4% less capital invested

Capital invested by funds: $48.1B → $46.1B (-$2.07B)

1.16% less ownership

Funds ownership: 47.64%46.48% (-1.2%)

4% less funds holding in top 10

Funds holding in top 10: 276265 (-11)

Holders
2,511
Holders Change
-3
Holders Change %
-0.12%
% of All Funds
30.93%
Holding in Top 10
265
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-3.99%
% of All Funds
3.26%
New
137
Increased
976
Reduced
933
Closed
96
Calls
$93.6M
Puts
$12.6M
Net Calls
+$81M
Net Calls Change
-$8.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$4.66B -$683M -3,061,801 -12%
Morgan Stanley
2
Morgan Stanley
New York
$2.8B +$54.5M +244,419 +2%
Wells Fargo
3
Wells Fargo
California
$2.32B -$5.22M -23,404 -0.2%
VGA
4
Vanguard Global Advisers
Pennsylvania
$2.29B +$2.37B +10,627,842 New
Wealthfront Advisers
5
Wealthfront Advisers
California
$1.93B -$197M -882,045 -9%
LPL Financial
6
LPL Financial
California
$1.51B +$20.7M +92,654 +1%
UBS Group
7
UBS Group
Switzerland
$1.36B +$16M +71,954 +1%
Raymond James Financial
8
Raymond James Financial
Florida
$1.23B +$28.8M +129,137 +2%
HWM
9
HB Wealth Management
Georgia
$1.23B +$12.9M +57,711 +1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$891M -$3.93M -17,619 -0.4%
JP Morgan Chase
11
JP Morgan Chase
New York
$673M -$10.9M -49,027 -2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$537M +$44.4M +199,137 +9%
Prudential Financial
13
Prudential Financial
New Jersey
$535M -$47.4M -212,766 -8%
Ameriprise
14
Ameriprise
Minnesota
$526M -$38.2M -171,474 -7%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$511M -$44M -197,340 -8%
HighTower Advisors
16
HighTower Advisors
Illinois
$506M -$1.51M -6,781 -0.3%
S
17
SignatureFD
Georgia
$474M +$12.5M +56,084 +3%
Jones Financial Companies
18
Jones Financial Companies
Missouri
$433M +$71.2M +319,559 +18%
Osaic Holdings
19
Osaic Holdings
Arizona
$420M +$14.7M +66,090 +4%
MWM
20
Modera Wealth Management
New Jersey
$347M +$13.8M +61,975 +4%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$341M +$2.51M +11,263 +0.7%
Corient Private Wealth
22
Corient Private Wealth
Florida
$328M -$311M -1,394,242 -47%
Mariner
23
Mariner
Kansas
$293M -$6.44M -28,892 -2%
JIC
24
Joel Isaacson & Co
New York
$290M +$6.86M +30,794 +2%
WA
25
Waverly Advisors
Alabama
$270M +$8.38M +37,610 +3%