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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
KCA
576
Kastel Capital Advisors
Massachusetts
$5.97M
SSWG
577
Seven Springs Wealth Group
Tennessee
$5.93M
GC
578
Gibson Capital
Pennsylvania
$5.92M
GSWM
579
Golden State Wealth Management
California
$5.9M
LWM
580
LightSquare Wealth Management
Michigan
$5.9M
CRFG
581
Columbia River Financial Group
Washington
$5.9M
IMT
582
Investment Management Trust
Massachusetts
$5.86M
PFG
583
Pinnacle Financial Group
Illinois
$5.86M
FFC
584
Frederick Financial Consultants
Maryland
$5.85M
SSI
585
Scott & Selber Inc
Texas
$5.83M
SW
586
StrongBox Wealth
Missouri
$5.8M
S
587
Sunpointe
Missouri
$5.79M
DAS
588
Dynamic Advisor Solutions
Arizona
$5.75M
IAG
589
Investment Advisory Group
Massachusetts
$5.74M
HWM
590
Howard Wealth Management
Connecticut
$5.72M
CB
591
Chris Bulman
California
$5.7M
TCIIS
592
TIAA-CREF Individual & Institutional Services
New York
$5.69M
VWM
593
Vermillion Wealth Management
Minnesota
$5.68M
WPC
594
Wedmont Private Capital
Pennsylvania
$5.66M
SCA
595
Stokes Capital Advisors
South Carolina
$5.65M
OFS
596
OneAscent Financial Services
Alabama
$5.65M
SFG
597
Seamount Financial Group
Colorado
$5.65M
IFA
598
Interactive Financial Advisors
Illinois
$5.65M
VWM
599
Vigilare Wealth Management
Arizona
$5.58M
SIC
600
Salem Investment Counselors
North Carolina
$5.57M