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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
HWA
276
HHM Wealth Advisors
Tennessee
$16.3M
KP
277
Kitching Partners
Pennsylvania
$16.2M
MWA
278
Martel Wealth Advisors
Washington
$16.2M
WIA
279
World Investment Advisors
California
$16M
JAG
280
Journey Advisory Group
Kentucky
$16M
CWM
281
Circle Wealth Management
New Jersey
$15.9M
WT
282
Washington Trust
Rhode Island
$15.8M
AA
283
Ancora Advisors
Ohio
$15.6M
MFG
284
Mosaic Financial Group
Illinois
$15.5M
AGC
285
Aspen Grove Capital
Colorado
$15.5M
CBU
286
CIBC Bancorp USA
Illinois
$15.5M
ZBNA
287
Zions Bancorporation, National Association
Utah
$15.3M
SC
288
Swan Capital
Florida
$15.2M
MGIA
289
Moneta Group Investment Advisors
Missouri
$15.2M
SFC
290
Strategic Financial Concepts
Texas
$15.2M
IIA
291
Integral Investment Advisors
California
$15.1M
CF
292
Conquis Financial
California
$15.1M
ASN
293
Advisory Services Network
Georgia
$15M
MWA
294
Motive Wealth Advisors
Michigan
$14.9M
FIC
295
Family Investment Center
Missouri
$14.9M
PD
296
Planning Directions
Pennsylvania
$14.8M
NAS
297
NWF Advisory Services
California
$14.8M
MW
298
Marble Wealth
Alabama
$14.8M
ECM
299
Evergreen Capital Management
Washington
$14.7M
FNBOO
300
First National Bank of Omaha
Nebraska
$14.7M