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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
SWP
951
Strategic Wealth Partners
Ohio
$2.31M
GKWIM
952
Gerber Kawasaki Wealth & Investment Management
California
$2.3M
RWM
953
Revisor Wealth Management
Ohio
$2.3M
CCWM
954
Cassaday & Co Wealth Management
Virginia
$2.28M
TCMP
955
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.28M
PRP
956
Peak Retirement Planning
Ohio
$2.27M
CA
957
Crewe Advisors
Utah
$2.27M
PCH
958
PGIM Custom Harvest
New Jersey
$2.27M
AWM
959
Atticus Wealth Management
Florida
$2.25M
BDF
960
Black Diamond Financial
Maryland
$2.25M
TA
961
TPG Advisors
Illinois
$2.25M
TP
962
Thayer Partners
Pennsylvania
$2.24M
SSWM
963
Smith Salley Wealth Management
North Carolina
$2.24M
NS
964
NBC Securities
Alabama
$2.24M
VCM
965
Versant Capital Management
Arizona
$2.24M
BFA
966
Ballast Financial Advisors
Pennsylvania
$2.23M
CA
967
Centennial Advisors
Texas
$2.23M
MGIA
968
Matthew Goff Investment Advisor
Texas
$2.23M
CIAS
969
CFS Investment Advisory Services
New Jersey
$2.22M
CWA
970
CJM Wealth Advisers
Virginia
$2.22M
FPB
971
First PREMIER Bank
South Dakota
$2.21M
TF
972
Tudor Financial
Ohio
$2.21M
SI
973
Saxon Interests
Texas
$2.2M
APW
974
Acima Private Wealth
Virginia
$2.2M
RCYC
975
Richard C. Young & Co
Rhode Island
$2.19M