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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
LA
1626
Lakeside Advisors
Washington
$578K
CA
1627
Claro Advisors
Massachusetts
$578K
HFS
1628
Hopwood Financial Services
Virginia
$576K
PWMG
1629
Prestige Wealth Management Group
New Jersey
$576K
SSW
1630
Stone Summit Wealth
Florida
$574K
EP
1631
Essential Planning
New Hampshire
$574K
BFP
1632
Beacon Financial Planning
Massachusetts
$573K
KPWG
1633
KFA Private Wealth Group
Virginia
$572K
AC
1634
Avestar Capital
New York
$572K
GPA
1635
Guidance Point Advisors
Massachusetts
$571K
TLA
1636
Tanglewood Legacy Advisors
Texas
$570K
PS
1637
Planned Solutions
California
$569K
GI
1638
GAMMA Investing
California
$569K
C
1639
Certuity
Florida
$568K
CGF
1640
Constant Guidance Financial
Massachusetts
$566K
VAF
1641
Values Added Financial
District of Columbia
$565K
KAS
1642
KPP Advisory Services
Kentucky
$564K
BPW
1643
BlueDoor Private Wealth
Massachusetts
$564K
CCA
1644
Carrera Capital Advisors
Michigan
$563K
CCM
1645
CFO Capital Management
Connecticut
$563K
GI
1646
Gradient Investments
Minnesota
$562K
CCM
1647
Condor Capital Management
New Jersey
$561K
UAG
1648
United Advisor Group
Ohio
$560K
RBC
1649
Roble Belko & Company
Pennsylvania
$559K
MWP
1650
Meridian Wealth Partners
Pennsylvania
$559K