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Vanguard Dividend Appreciation ETF

2,509 hedge funds and large institutions have $46.1B invested in Vanguard Dividend Appreciation ETF in 2026 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 975 increasing their positions, 933 reducing their positions, and 96 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:

4% less capital invested

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

1.16% less ownership

Funds ownership: 47.64%46.47% (-1.2%)

4% less funds holding in top 10

Funds holding in top 10: 275264 (-11)

Holders
2,509
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
264
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
AA
226
Addison Advisors
Vermont
$21M
ABC
227
Associated Banc-Corp
Wisconsin
$20.9M
Natixis Advisors
228
Natixis Advisors
Massachusetts
$20.9M
JFG
229
Juno Financial Group
Virginia
$20.9M
TWM
230
Tradition Wealth Management
Minnesota
$20.8M
GWSA
231
Global Wealth Strategies & Associates
Colorado
$20.7M
KWA
232
Kingswood Wealth Advisors
California
$20.5M
CIC
233
Carnegie Investment Counsel
Ohio
$20.5M
AF
234
Amara Financial
California
$20.5M
GIA
235
Gladstone Institutional Advisory
Florida
$20.3M
FM
236
Family Management
New York
$20M
WAG
237
Wheelhouse Advisory Group
Missouri
$20M
JFA
238
JNBA Financial Advisors
Minnesota
$19.9M
SFG
239
Snider Financial Group
Washington
$19.8M
HSA
240
HBK Sorce Advisory
Pennsylvania
$19.7M
AWM
241
Aprio Wealth Management
Georgia
$19.7M
JMFC
242
J.M. Forbes & Co
Massachusetts
$19.4M
GBFG
243
Gerald Baker Financial Group
Texas
$19.4M
FWP
244
FAS Wealth Partners
Kansas
$19.4M
SMC
245
Smith, Moore & Co
Missouri
$19.1M
HAFS
246
Hapanowicz & Associates Financial Services
Pennsylvania
$19.1M
CTC
247
Central Trust Company
Missouri
$19M
CRC
248
Curi RMB Capital
Illinois
$18.8M
WIC
249
Whitegate Investment Counselors
New Hampshire
$18.8M
FHA
250
Flagship Harbor Advisors
Massachusetts
$18.8M