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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
PSF
1551
Pacific Sun Financial
California
$655K
SWIG
1552
Strategic Wealth Investment Group
Kentucky
$655K
IWA
1553
Icon Wealth Advisors
Texas
$654K
BWA
1554
BCU Wealth Advisors
Illinois
$651K
OWA
1555
Octavia Wealth Advisors
Ohio
$651K
RAS
1556
RPS Advisory Solutions
Kentucky
$650K
CWD
1557
Clarity Wealth Development
Oregon
$649K
OL
1558
Optas LLC
Texas
$649K
HFO
1559
Heritage Family Offices
Arizona
$647K
FLP
1560
Financial Life Planners
Arizona
$645K
IF
1561
Integrity Financial
Wyoming
$644K
AMM
1562
American Money Management
California
$643K
SWP
1563
Summit Wealth Partners
Florida
$642K
PWM
1564
Praetorian Wealth Management
California
$639K
WW
1565
Wright Wealth
Georgia
$638K
Luther King Capital Management (LKCM)
1566
Luther King Capital Management (LKCM)
Texas
$638K
RFA
1567
Rollins Financial Advisors
New York
$636K
FFA
1568
Fortune Financial Advisors
Kansas
$635K
JHCP
1569
Jackson Hole Capital Partners
Oklahoma
$634K
WMP
1570
Wealth Management Partners
Arizona
$633K
HTI
1571
Hikari Tsushin Inc
Japan
$633K
MIM
1572
Macroview Investment Management
Maryland
$633K
LFA
1573
Lauterbach Financial Advisors
Texas
$632K
CPSAC
1574
Chas P. Smith & Associates (CPS)
Florida
$632K
AWAG
1575
ARS Wealth Advisors Group
Florida
$630K