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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
Bessemer Group
526
Bessemer Group
New Jersey
$6.88M
MFA
527
McClarren Financial Advisors
Pennsylvania
$6.87M
MHS
528
M Holdings Securities
Oregon
$6.85M
DFA
529
DHJJ Financial Advisors
Illinois
$6.81M
First Trust Advisors
530
First Trust Advisors
Illinois
$6.8M
AWA
531
Acorn Wealth Advisors
Michigan
$6.79M
CAG
532
Csenge Advisory Group
Florida
$6.77M
FTWA
533
Fifth Third Wealth Advisors
Ohio
$6.76M
MWM
534
Meridian Wealth Management
Kentucky
$6.76M
BC
535
Barrett & Company
Rhode Island
$6.76M
KCPG
536
Kavar Capital Partners Group
Kansas
$6.73M
IWM
537
IHT Wealth Management
Illinois
$6.72M
SWM
538
Spire Wealth Management
Virginia
$6.72M
MSWM
539
McGlone Suttner Wealth Management
Wisconsin
$6.68M
MF
540
Montis Financial
Massachusetts
$6.68M
CP
541
Creekside Partners
California
$6.68M
WCM
542
WealthBridge Capital Management
Ohio
$6.65M
PNFS
543
PW Nova Financial Services
Pennsylvania
$6.63M
CFO
544
Colony Family Offices
North Carolina
$6.63M
VP
545
Verum Partners
North Carolina
$6.62M
BRG
546
Bay Rivers Group
Virginia
$6.61M
PGF
547
Plan Group Financial
Oklahoma
$6.61M
HSG
548
Helen Stephens Group
Texas
$6.59M
ACM
549
Arcataur Capital Management
Wisconsin
$6.56M
IP
550
Investment Partners
Ohio
$6.54M