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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
BA
576
Brightwater Advisory
Florida
$6.21M
CCA
577
Cora Capital Advisors
New Jersey
$6.21M
FCBT
578
First Citizens Bank & Trust
North Carolina
$6.2M
YWM
579
Yoder Wealth Management
California
$6.09M
CAM
580
Cidel Asset Management
Ontario, Canada
$6.04M
AWA
581
Arete Wealth Advisors
Illinois
$6.02M
FFG
582
Fiduciary Financial Group
California
$6.02M
FSA
583
Fort Sheridan Advisors
Illinois
$6M
MWP
584
Madison Wealth Partners
Wisconsin
$5.98M
KCA
585
Kastel Capital Advisors
Massachusetts
$5.97M
SSWG
586
Seven Springs Wealth Group
Tennessee
$5.93M
GC
587
Gibson Capital
Pennsylvania
$5.92M
GSWM
588
Golden State Wealth Management
California
$5.9M
LWM
589
LightSquare Wealth Management
Michigan
$5.9M
CRFG
590
Columbia River Financial Group
Washington
$5.9M
IMT
591
Investment Management Trust
Massachusetts
$5.86M
PFG
592
Pinnacle Financial Group
Illinois
$5.86M
FFC
593
Frederick Financial Consultants
Maryland
$5.85M
SSI
594
Scott & Selber Inc
Texas
$5.83M
SW
595
StrongBox Wealth
Missouri
$5.8M
S
596
Sunpointe
Missouri
$5.79M
DAS
597
Dynamic Advisor Solutions
Arizona
$5.75M
IAG
598
Investment Advisory Group
Massachusetts
$5.74M
HWM
599
Howard Wealth Management
Connecticut
$5.72M
CB
600
Chris Bulman
California
$5.7M