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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)

1.17% less ownership

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

4% less funds holding in top 10

Funds holding in top 10: 276264 (-12)

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
FIC
301
Family Investment Center
Missouri
$14.9M
PD
302
Planning Directions
Pennsylvania
$14.8M
NAS
303
NWF Advisory Services
California
$14.8M
MW
304
Marble Wealth
Alabama
$14.8M
ECM
305
Evergreen Capital Management
Washington
$14.7M
FNBOO
306
First National Bank of Omaha
Nebraska
$14.7M
MWM
307
Mission Wealth Management
California
$14.6M
AC
308
AlphaCore Capital
California
$14.6M
EWM
309
Evergreen Wealth Management
Michigan
$14.6M
MFG
310
Macco Financial Group
Wisconsin
$14.5M
FFWA
311
FRG Family Wealth Advisors
Washington
$14.5M
SWA
312
Strategies Wealth Advisors
Michigan
$14.5M
DWM
313
Dakota Wealth Management
Florida
$14.4M
DW30
314
Drucker Wealth 3.0
New Jersey
$14.3M
SPC
315
Spirepoint Private Client
Florida
$14.3M
MOS
316
MGO One Seven
Ohio
$14.2M
IWC
317
Integrated Wealth Concepts
Massachusetts
$14M
PWW
318
Pettyjohn Wood & White
Virginia
$13.9M
FBB
319
Fulton Breakefield Broenniman
Maryland
$13.9M
SEIA
320
Signature Estate & Investment Advisors
California
$13.8M
WFA
321
Websterrogers Financial Advisors
South Carolina
$13.7M
BFO
322
Boston Family Office
Massachusetts
$13.7M
AWA
323
Arkadios Wealth Advisors
Georgia
$13.7M
MAG
324
M3 Advisory Group
Massachusetts
$13.7M
WT
325
Whittier Trust
California
$13.7M