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Vanguard Dividend Appreciation ETF

2,510 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, 976 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%46.48% (-1.2%)

4% less funds holding in top 10

Funds holding in top 10: 276265 (-11)

Holders
2,510
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
265
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
SFP
426
Sandbox Financial Partners
Maryland
$9.76M
LFAS
427
Level Four Advisory Services
Texas
$9.74M
PWM
428
Peterson Wealth Management
Nevada
$9.72M
PFS
429
Prospera Financial Services
Texas
$9.71M
SFA
430
Souders Financial Advisors
Ohio
$9.69M
Koshinski Asset Management
431
Koshinski Asset Management
Illinois
$9.67M
FPH
432
Financial Planning Hawaii
Hawaii
$9.67M
DDSF
433
Diana Davis Spencer Foundation
Maryland
$9.62M
SC
434
Syon Capital
California
$9.61M
NG
435
Northstar Group
New York
$9.59M
PWM
436
PMG Wealth Management
Illinois
$9.55M
MC
437
Moors & Cabot
Massachusetts
$9.54M
WIC
438
Woodmont Investment Counsel
Tennessee
$9.5M
BVP
439
Bristlecone Value Partners
California
$9.47M
GWMR
440
GC Wealth Management RIA
Massachusetts
$9.46M
WKWM
441
Walter & Keenan Wealth Management
Indiana
$9.43M
NSIM
442
North Star Investment Management
Illinois
$9.41M
1WA
443
180 Wealth Advisors
Washington
$9.4M
VVP
444
Venture Visionary Partners
Ohio
$9.39M
CWA
445
Cascade Wealth Advisors
Washington
$9.37M
CPWA
446
Cerro Pacific Wealth Advisors
California
$9.32M
PFA
447
Plotkin Financial Advisors
Maryland
$9.25M
BNP Paribas Financial Markets
448
BNP Paribas Financial Markets
France
$9.25M
TAM
449
Titleist Asset Management
Texas
$9.23M
CIA
450
Compass Ion Advisors
Pennsylvania
$9.2M