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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
GGS
826
Galvin Gaustad & Stein
Arizona
$3.18M
SWA
827
Sterling Wealth Advisors
Florida
$3.18M
MWM
828
MOKAN Wealth Management
Kansas
$3.18M
AWM
829
Accel Wealth Management
Iowa
$3.17M
WMWM
830
Wilkins Miller Wealth Management
Alabama
$3.16M
KFS
831
Kaizen Financial Strategies
California
$3.16M
TCBWMS
832
Texas Capital Bank Wealth Management Services
Texas
$3.15M
PTC
833
Private Trust Company
Ohio
$3.15M
AAG
834
Armstrong Advisory Group
Massachusetts
$3.15M
NCM
835
Next Capital Management
New York
$3.14M
LHEI
836
Leo H. Evart Inc
California
$3.12M
HW
837
HORAN Wealth
Ohio
$3.11M
KFAA
838
Klaas Financial Asset Advisors
Illinois
$3.11M
RC
839
Roundview Capital
New Jersey
$3.1M
TWP
840
Tyche Wealth Partners
Texas
$3.09M
FNT
841
First National Trust
Pennsylvania
$3.09M
MAS
842
Madden Advisory Services
Florida
$3.08M
SCA
843
St. Clair Advisors
Ohio
$3.08M
FA
844
Fiduciary Alliance
South Carolina
$3.08M
BOH
845
Bank of Hawaii
Hawaii
$3.08M
BST
846
Bath Savings Trust
Maine
$3.07M
AC
847
AWM Capital
Arizona
$3.07M
CSC
848
Caldwell Sutter Capital
California
$3.06M
LSIA
849
LaSalle St. Investment Advisors
Illinois
$3.06M
FB
850
Finward Bancorp
Indiana
$3.04M