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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
SWMG
651
Sard Wealth Management Group
Georgia
$4.97M
PCM
652
Parsons Capital Management
Rhode Island
$4.97M
CF
653
Calder Financial
Pennsylvania
$4.96M
MCM
654
Morton Capital Management
California
$4.96M
MFA
655
Mayflower Financial Advisors
Massachusetts
$4.96M
PFA
656
Pathway Financial Advisers
Indiana
$4.93M
KeyBank National Association
657
KeyBank National Association
Ohio
$4.92M
WAG
658
Winthrop Advisory Group
Massachusetts
$4.91M
MCC
659
Money Concepts Capital
Florida
$4.9M
NIWA
660
New Insight Wealth Advisors
California
$4.9M
BW
661
Bravera Wealth
North Dakota
$4.89M
SFGP
662
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$4.86M
CPA
663
Capital Performance Advisors
California
$4.86M
DAS
664
DMKC Advisory Services
Iowa
$4.85M
BF
665
Baring Financial
Washington
$4.82M
CWS
666
Cypress Wealth Services
California
$4.82M
FNBOMD
667
First National Bank of Mount Dora
Florida
$4.81M
FI
668
Financial Insights
Washington
$4.81M
RFA
669
Resurgent Financial Advisors
Georgia
$4.8M
HFS
670
Hughes Financial Services
Virginia
$4.8M
BMWS
671
Brady Martz Wealth Solutions
North Dakota
$4.77M
PWP
672
Pursue Wealth Partners
California
$4.76M
KWS
673
Keystone Wealth Services
California
$4.74M
KF
674
Krilogy Financial
Missouri
$4.72M
WWA
675
WCG Wealth Advisors
Nevada
$4.71M