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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
MWM
2526
Maltin Wealth Management
New Jersey
GL
2527
Gerber LLC
Ohio
VW
2528
Vance Wealth
California
AIC
2529
Argus Investors Counsel
New York
Balyasny Asset Management
2530
Balyasny Asset Management
Illinois
MCWS
2531
McKinley Carter Wealth Services
West Virginia
IWM
2532
Iams Wealth Management
Nebraska
KWMG
2533
King Wealth Management Group
Florida
HIA
2534
HTG Investment Advisors
Connecticut
MAM
2535
MWA Asset Management
Massachusetts
SRA
2536
Secured Retirement Advisors
Minnesota
PWP
2537
Private Wealth Partners
California
FIG
2538
FSA Investment Group
Florida
DA
2539
Drake & Associates
Wisconsin
WA
2540
Win Advisors
Florida
NJIM
2541
Nabity-Jensen Investment Management
Nebraska
TWPM
2542
Total Wealth Planning & Management
Florida
WP
2543
WealthPLAN Partners
Nebraska
CA
2544
Cresta Advisors
Texas
SW
2545
SteelPeak Wealth
California
LA
2546
LVW Advisors
New York
DF
2547
Daviman Financial
Indiana
PA
2548
PSI Advisors
Florida
AMG
2549
APS Management Group
California
CFS
2550
Coordinated Financial Services
Colorado