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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
BCG
2501
Bravias Capital Group
New Jersey
WC
2502
Wexford Capital
Florida
CI
2503
Conning Inc
Connecticut
PJWM
2504
Philip James Wealth Mangement
Georgia
HFA
2505
Hershey Financial Advisers
Pennsylvania
CPA
2506
Clear Point Advisors
New York
LTAS
2507
Linden Thomas Advisory Services
North Carolina
SCM
2508
SOL Capital Management
Maryland
PPW
2509
Pasadena Private Wealth
California
CWM
2510
Cordatus Wealth Management
Pennsylvania
WFAG
2511
Worth Financial Advisory Group
North Carolina
SP
2512
Sherman Porfolios
Idaho
Federated Hermes
2513
Federated Hermes
Pennsylvania
AFA
2514
Avant Financial Advisors
Texas
LCM
2515
Logan Capital Management
Pennsylvania
MSR
2516
Main Street Research
Connecticut
HWMO
2517
Heritage Wealth Management (Ohio)
Ohio
BC
2518
Burney Company
Virginia
DAS
2519
Diversify Advisory Services
Utah
KWM
2520
KW Wealth Management
California
SIM
2521
Seaview Investment Managers
Florida
BFG
2522
Buttonwood Financial Group
Missouri
KI
2523
KTF Investments
California
VFA
2524
Voya Financial Advisors
Connecticut
NWMG
2525
Nicholson Wealth Management Group
South Carolina