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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
KFAA
826
Klaas Financial Asset Advisors
Illinois
$3.11M
RC
827
Roundview Capital
New Jersey
$3.1M
TWP
828
Tyche Wealth Partners
Texas
$3.09M
FNT
829
First National Trust
Pennsylvania
$3.09M
MAS
830
Madden Advisory Services
Florida
$3.08M
SCA
831
St. Clair Advisors
Ohio
$3.08M
FA
832
Fiduciary Alliance
South Carolina
$3.08M
BOH
833
Bank of Hawaii
Hawaii
$3.08M
BST
834
Bath Savings Trust
Maine
$3.07M
AC
835
AWM Capital
Arizona
$3.07M
CSC
836
Caldwell Sutter Capital
California
$3.06M
LSIA
837
LaSalle St. Investment Advisors
Illinois
$3.06M
FB
838
Finward Bancorp
Indiana
$3.04M
LWMNY
839
Landmark Wealth Management (New York)
New York
$3.03M
Empower Advisory Group
840
Empower Advisory Group
Colorado
$3.02M
EWA
841
Exencial Wealth Advisors
Oklahoma
$3.01M
FWM
842
Forza Wealth Management
Florida
$3.01M
TAM
843
Tocqueville Asset Management
New York
$3.01M
LCAM
844
London & Capital Asset Management
United Kingdom
$3M
AF
845
Affiance Financial
Minnesota
$2.99M
RWM
846
Ritholtz Wealth Management
New York
$2.98M
ACS
847
Archford Capital Strategies
Illinois
$2.96M
MBT
848
Montecito Bank & Trust
California
$2.96M
MCA
849
MSH Capital Advisors
Arizona
$2.95M
WOSD
850
WFA of San Diego
California
$2.94M