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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
GSF
551
Grove Street Fiduciary
New Hampshire
$6.54M
CCWA
552
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.53M
IP
553
Indivisible Partners
Florida
$6.51M
OAJ
554
Ogorek Anthony Joseph
New York
$6.48M
ODA
555
One Degree Advisors
California
$6.48M
HA
556
Hofer & Associates
California
$6.46M
TVAMP
557
Tennessee Valley Asset Management Partners
Tennessee
$6.44M
MWA
558
Muirfield Wealth Advisors
North Carolina
$6.43M
RMDI
559
R.M. Davis Inc
Maine
$6.38M
WFPG
560
Waller Financial Planning Group
Ohio
$6.38M
IWP
561
IAG Wealth Partners
Wisconsin
$6.36M
RWP
562
Ridgecrest Wealth Partners
California
$6.36M
AIM
563
Aspen Investment Management
Michigan
$6.28M
SA
564
Strategic Advisors
New York
$6.24M
SLWA
565
San Luis Wealth Advisors
California
$6.24M
LNB
566
Ledyard National Bank
$6.23M
BA
567
Brightwater Advisory
Florida
$6.21M
CCA
568
Cora Capital Advisors
New Jersey
$6.21M
FCBT
569
First Citizens Bank & Trust
North Carolina
$6.2M
YWM
570
Yoder Wealth Management
California
$6.09M
CAM
571
Cidel Asset Management
Ontario, Canada
$6.04M
AWA
572
Arete Wealth Advisors
Illinois
$6.02M
FFG
573
Fiduciary Financial Group
California
$6.02M
FSA
574
Fort Sheridan Advisors
Illinois
$6M
MWP
575
Madison Wealth Partners
Wisconsin
$5.98M