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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
KWA
401
Kellett Wealth Advisors
Ohio
$10.2M
MWP
402
MYCIO Wealth Partners
Pennsylvania
$10.2M
WA1
403
Wimmer Associates 1
California
$10.2M
MYIA
404
Mount Yale Investment Advisors
Colorado
$10.2M
RSEWM
405
River's Edge Wealth Management
Pennsylvania
$10.1M
TF
406
Trek Financial
Arizona
$10.1M
BCA
407
Bay Colony Advisors
Massachusetts
$10M
FMWA
408
Forvis Mazars Wealth Advisors
Missouri
$10M
PWM
409
Prentice Wealth Management
New York
$10M
GHA
410
GW Henssler & Associates
Georgia
$9.96M
SWA
411
Sax Wealth Advisors
New Jersey
$9.96M
MWM
412
Modern Wealth Management
Kansas
$9.93M
CSB
413
City State Bank
Iowa
$9.91M
FP
414
Financial Perspectives
Minnesota
$9.88M
GWP
415
Gateway Wealth Partners
Wisconsin
$9.86M
PGFC
416
Peapack-Gladstone Financial Corp
New Jersey
$9.83M
GJWM
417
Gilliland Jeter Wealth Management
Arkansas
$9.83M
SFP
418
Sandbox Financial Partners
Maryland
$9.76M
LFAS
419
Level Four Advisory Services
Texas
$9.74M
PWM
420
Peterson Wealth Management
Nevada
$9.72M
PFS
421
Prospera Financial Services
Texas
$9.71M
SFA
422
Souders Financial Advisors
Ohio
$9.69M
Koshinski Asset Management
423
Koshinski Asset Management
Illinois
$9.67M
FPH
424
Financial Planning Hawaii
Hawaii
$9.67M
DDSF
425
Diana Davis Spencer Foundation
Maryland
$9.62M