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Vanguard Dividend Appreciation ETF

2,509 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, 975 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%46.47% (-1.2%)

4% less funds holding in top 10

Funds holding in top 10: 275264 (-11)

Holders
2,509
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
264
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
SWM
2526
Sagace Wealth Management
Florida
BCG
2527
Bravias Capital Group
New Jersey
WC
2528
Wexford Capital
Florida
CI
2529
Conning Inc
Connecticut
PJWM
2530
Philip James Wealth Mangement
Georgia
HFA
2531
Hershey Financial Advisers
Pennsylvania
CPA
2532
Clear Point Advisors
New York
LTAS
2533
Linden Thomas Advisory Services
North Carolina
SCM
2534
SOL Capital Management
Maryland
PPW
2535
Pasadena Private Wealth
California
CWM
2536
Cordatus Wealth Management
Pennsylvania
WFAG
2537
Worth Financial Advisory Group
North Carolina
SP
2538
Sherman Porfolios
Idaho
Federated Hermes
2539
Federated Hermes
Pennsylvania
AFA
2540
Avant Financial Advisors
Texas
LCM
2541
Logan Capital Management
Pennsylvania
MSR
2542
Main Street Research
Connecticut
HWMO
2543
Heritage Wealth Management (Ohio)
Ohio
BC
2544
Burney Company
Virginia
DAS
2545
Diversify Advisory Services
Utah
KWM
2546
KW Wealth Management
California
SIM
2547
Seaview Investment Managers
Florida
BFG
2548
Buttonwood Financial Group
Missouri
KI
2549
KTF Investments
California
VFA
2550
Voya Financial Advisors
Connecticut