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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
PWMG
1651
Prestige Wealth Management Group
New Jersey
$576K
SSW
1652
Stone Summit Wealth
Florida
$574K
EP
1653
Essential Planning
New Hampshire
$574K
BFP
1654
Beacon Financial Planning
Massachusetts
$573K
KPWG
1655
KFA Private Wealth Group
Virginia
$572K
AC
1656
Avestar Capital
New York
$572K
GPA
1657
Guidance Point Advisors
Massachusetts
$571K
TLA
1658
Tanglewood Legacy Advisors
Texas
$570K
PS
1659
Planned Solutions
California
$569K
GI
1660
GAMMA Investing
California
$569K
C
1661
Certuity
Florida
$568K
CGF
1662
Constant Guidance Financial
Massachusetts
$566K
VAF
1663
Values Added Financial
District of Columbia
$565K
KAS
1664
KPP Advisory Services
Kentucky
$564K
BPW
1665
BlueDoor Private Wealth
Massachusetts
$564K
CCA
1666
Carrera Capital Advisors
Michigan
$563K
CCM
1667
CFO Capital Management
Connecticut
$563K
GI
1668
Gradient Investments
Minnesota
$562K
CCM
1669
Condor Capital Management
New Jersey
$561K
UAG
1670
United Advisor Group
Ohio
$560K
RBC
1671
Roble Belko & Company
Pennsylvania
$559K
MWP
1672
Meridian Wealth Partners
Pennsylvania
$559K
PE
1673
PCM Encore
Colorado
$558K
CWP
1674
Cyndeo Wealth Partners
Florida
$558K
CAM
1675
Covenant Asset Management
New Jersey
$558K