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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
NIWA
651
New Insight Wealth Advisors
California
$4.9M
BW
652
Bravera Wealth
North Dakota
$4.89M
SFGP
653
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$4.86M
CPA
654
Capital Performance Advisors
California
$4.86M
DAS
655
DMKC Advisory Services
Iowa
$4.85M
BF
656
Baring Financial
Washington
$4.82M
CWS
657
Cypress Wealth Services
California
$4.82M
FI
658
Financial Insights
Washington
$4.81M
RFA
659
Resurgent Financial Advisors
Georgia
$4.8M
HFS
660
Hughes Financial Services
Virginia
$4.8M
BMWS
661
Brady Martz Wealth Solutions
North Dakota
$4.77M
PWP
662
Pursue Wealth Partners
California
$4.76M
KWS
663
Keystone Wealth Services
California
$4.74M
KF
664
Krilogy Financial
Missouri
$4.72M
WWA
665
WCG Wealth Advisors
Nevada
$4.71M
PTC
666
Philadelphia Trust Company
Pennsylvania
$4.71M
AWM
667
Axxcess Wealth Management
California
$4.7M
PSCM
668
Per Stirling Capital Management
Texas
$4.66M
SCI
669
S&CO Inc
Massachusetts
$4.65M
AFM
670
Abbot Financial Management
Massachusetts
$4.64M
FHC
671
First Heartland Consultants
Missouri
$4.63M
CWM
672
Centurion Wealth Management
Virginia
$4.62M
CPA
673
Cardiff Park Advisors
California
$4.61M
PAG
674
Private Advisory Group
Washington
$4.61M
UB
675
UMB Bank
Missouri
$4.6M