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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
CIA
401
Choate Investment Advisors
Massachusetts
$10.6M
CastleKeep Investment Advisors
402
CastleKeep Investment Advisors
Connecticut
$10.6M
LIA
403
LS Investment Advisors
Michigan
$10.5M
BFAG
404
Blackston Financial Advisory Group
Florida
$10.4M
KFGG
405
Keystone Financial Group (Georgia)
Georgia
$10.4M
LOWM
406
Laurel Oak Wealth Management
New Jersey
$10.3M
DCM
407
Donaldson Capital Management
Indiana
$10.3M
IA
408
Integrity Alliance
Iowa
$10.3M
KWA
409
Kellett Wealth Advisors
Ohio
$10.2M
MWP
410
MYCIO Wealth Partners
Pennsylvania
$10.2M
WA1
411
Wimmer Associates 1
California
$10.2M
MYIA
412
Mount Yale Investment Advisors
Colorado
$10.2M
RSEWM
413
River's Edge Wealth Management
Pennsylvania
$10.1M
TF
414
Trek Financial
Arizona
$10.1M
BCA
415
Bay Colony Advisors
Massachusetts
$10M
FMWA
416
Forvis Mazars Wealth Advisors
Missouri
$10M
PWM
417
Prentice Wealth Management
New York
$10M
GHA
418
GW Henssler & Associates
Georgia
$9.96M
SWA
419
Sax Wealth Advisors
New Jersey
$9.96M
MWM
420
Modern Wealth Management
Kansas
$9.93M
CSB
421
City State Bank
Iowa
$9.91M
FP
422
Financial Perspectives
Minnesota
$9.88M
GWP
423
Gateway Wealth Partners
Wisconsin
$9.86M
PGFC
424
Peapack-Gladstone Financial Corp
New Jersey
$9.83M
GJWM
425
Gilliland Jeter Wealth Management
Arkansas
$9.83M