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Vanguard Dividend Appreciation ETF

2,482 hedge funds and large institutions have $45.7B invested in Vanguard Dividend Appreciation ETF in 2026 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 965 increasing their positions, 922 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

5% less capital invested

Capital invested by funds: $48.1B → $45.7B (-$2.32B)

1.42% less ownership

Funds ownership: 47.56%46.15% (-1.4%)

4% less funds holding in top 10

Funds holding in top 10: 272261 (-11)

Holders
2,482
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
261
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$93.6M
Puts
$12.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
226
Tradition Wealth Management
Minnesota
$20.8M
GWSA
227
Global Wealth Strategies & Associates
Colorado
$20.7M
KWA
228
Kingswood Wealth Advisors
California
$20.5M
CIC
229
Carnegie Investment Counsel
Ohio
$20.5M
AF
230
Amara Financial
California
$20.5M
GIA
231
Gladstone Institutional Advisory
Florida
$20.3M
FM
232
Family Management
New York
$20M
WAG
233
Wheelhouse Advisory Group
Missouri
$20M
JFA
234
JNBA Financial Advisors
Minnesota
$19.9M
SFG
235
Snider Financial Group
Washington
$19.8M
HSA
236
HBK Sorce Advisory
Pennsylvania
$19.7M
AWM
237
Aprio Wealth Management
Georgia
$19.7M
JMFC
238
J.M. Forbes & Co
Massachusetts
$19.4M
GBFG
239
Gerald Baker Financial Group
Texas
$19.4M
SMC
240
Smith, Moore & Co
Missouri
$19.1M
HAFS
241
Hapanowicz & Associates Financial Services
Pennsylvania
$19.1M
CTC
242
Central Trust Company
Missouri
$19M
CRC
243
Curi RMB Capital
Illinois
$18.8M
WIC
244
Whitegate Investment Counselors
New Hampshire
$18.8M
FHA
245
Flagship Harbor Advisors
Massachusetts
$18.8M
SVWAG
246
Sound View Wealth Advisors Group
Georgia
$18.8M
GAM
247
Gotham Asset Management
New York
$18.7M
AAS
248
Annex Advisory Services
Wisconsin
$18.6M
Mirae Asset Global Investments
249
Mirae Asset Global Investments
South Korea
$18.5M
CFG
250
Citizens Financial Group
Rhode Island
$18.4M