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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
MWM
301
Mission Wealth Management
California
$14.6M
AC
302
AlphaCore Capital
California
$14.6M
EWM
303
Evergreen Wealth Management
Michigan
$14.6M
MFG
304
Macco Financial Group
Wisconsin
$14.5M
FFWA
305
FRG Family Wealth Advisors
Washington
$14.5M
SWA
306
Strategies Wealth Advisors
Michigan
$14.5M
DWM
307
Dakota Wealth Management
Florida
$14.4M
DW30
308
Drucker Wealth 3.0
New Jersey
$14.3M
SPC
309
Spirepoint Private Client
Florida
$14.3M
MOS
310
MGO One Seven
Ohio
$14.2M
IWC
311
Integrated Wealth Concepts
Massachusetts
$14M
PWW
312
Pettyjohn Wood & White
Virginia
$13.9M
FBB
313
Fulton Breakefield Broenniman
Maryland
$13.9M
SEIA
314
Signature Estate & Investment Advisors
California
$13.8M
WFA
315
Websterrogers Financial Advisors
South Carolina
$13.7M
BFO
316
Boston Family Office
Massachusetts
$13.7M
AWA
317
Arkadios Wealth Advisors
Georgia
$13.7M
MAG
318
M3 Advisory Group
Massachusetts
$13.7M
WT
319
Whittier Trust
California
$13.7M
IAN
320
Integrated Advisors Network
Texas
$13.5M
JWA
321
JFS Wealth Advisors
Pennsylvania
$13.4M
VNT
322
Vanguard National Trust
Pennsylvania
$13.4M
OHIS
323
Oak Harvest Investment Services
Texas
$13.4M
BFS
324
Bradley Foster & Sargent
Connecticut
$13.3M
ACM
325
Allred Capital Management
Texas
$13.3M