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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
CWM
251
Cornerstone Wealth Management
Missouri
$18.3M
RIL
252
Rothschild Investment LLC
Illinois
$18.3M
BW
253
BIP Wealth
Georgia
$18.2M
ACA
254
Aptus Capital Advisors
Alabama
$18M
CAM
255
Councilmark Asset Management
Tennessee
$17.9M
MFG
256
Merit Financial Group
Georgia
$17.9M
CWA
257
CM Wealth Advisors
Ohio
$17.8M
HA
258
Hanover Advisors
South Carolina
$17.8M
CFA
259
Cahill Financial Advisors
Minnesota
$17.5M
VA
260
VestGen Advisors
Illinois
$17.4M
RFPS
261
Reality Financial Planning Services
Florida
$17.3M
UCFA
262
United Capital Financial Advisors
Texas
$17.3M
FPAS
263
Focus Partners Advisor Solutions
Missouri
$17.2M
KPWS
264
Kestra Private Wealth Services
Texas
$17.1M
OBWG
265
Onyx Bridge Wealth Group
New York
$17.1M
SF
266
Summit Financial
New Jersey
$17.1M
AF
267
Apollon Financial
South Carolina
$16.8M
KDA
268
Kraft Davis & Associates
Missouri
$16.8M
VWA
269
Visionary Wealth Advisors
Illinois
$16.6M
HNWAG
270
High Net Worth Advisory Group
Florida
$16.6M
DBRC
271
D.B. Root & Company
Pennsylvania
$16.5M
AWP
272
Accretive Wealth Partners
New Jersey
$16.4M
AMG
273
Asset Management Group
Connecticut
$16.4M
GVAG
274
Great Valley Advisor Group
Delaware
$16.4M
CFS
275
CRA Financial Services
New Jersey
$16.4M