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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
BWA
1576
BCU Wealth Advisors
Illinois
$651K
OWA
1577
Octavia Wealth Advisors
Ohio
$651K
RAS
1578
RPS Advisory Solutions
Kentucky
$650K
CWD
1579
Clarity Wealth Development
Oregon
$649K
OL
1580
Optas LLC
Texas
$649K
HFO
1581
Heritage Family Offices
Arizona
$647K
FLP
1582
Financial Life Planners
Arizona
$645K
IF
1583
Integrity Financial
Wyoming
$644K
AMM
1584
American Money Management
California
$643K
SWP
1585
Summit Wealth Partners
Florida
$642K
PWM
1586
Praetorian Wealth Management
California
$639K
WW
1587
Wright Wealth
Georgia
$638K
Luther King Capital Management (LKCM)
1588
Luther King Capital Management (LKCM)
Texas
$638K
RFA
1589
Rollins Financial Advisors
New York
$636K
FFA
1590
Fortune Financial Advisors
Kansas
$635K
JHCP
1591
Jackson Hole Capital Partners
Oklahoma
$634K
WMP
1592
Wealth Management Partners
Arizona
$633K
HTI
1593
Hikari Tsushin Inc
Japan
$633K
MIM
1594
Macroview Investment Management
Maryland
$633K
LFA
1595
Lauterbach Financial Advisors
Texas
$632K
CPSAC
1596
Chas P. Smith & Associates (CPS)
Florida
$632K
AWAG
1597
ARS Wealth Advisors Group
Florida
$630K
JCFM
1598
JBR Co Financial Management
Oklahoma
$630K
AWM
1599
Able Wealth Management
New Jersey
$627K
YIA
1600
YHB Investment Advisors
Connecticut
$626K