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Vanguard Dividend Appreciation ETF

2,489 hedge funds and large institutions have $45.9B invested in Vanguard Dividend Appreciation ETF in 2026 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 968 increasing their positions, 925 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 → $45.9B (-$2.17B)

1.27% less ownership

Funds ownership: 47.57%46.3% (-1.3%)

4% less funds holding in top 10

Funds holding in top 10: 272261 (-11)

Holders
2,489
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
CA
2551
Cresta Advisors
Texas
SW
2552
SteelPeak Wealth
California
LA
2553
LVW Advisors
New York
DF
2554
Daviman Financial
Indiana
PA
2555
PSI Advisors
Florida
AMG
2556
APS Management Group
California
CFS
2557
Coordinated Financial Services
Colorado
AIM
2558
Athena Investment Management
California
CCG
2559
Capital CS Group
California
DWM
2560
Dynasty Wealth Management
Florida
VWMG
2561
Virginia Wealth Management Group
Virginia
JWM
2562
Jessup Wealth Management
Ohio
IIM
2563
IFC & Insurance Marketing
California
EPG
2564
Estate Planners Group
Pennsylvania
MA
2565
Modus Advisors
Minnesota
GAFA
2566
Garton & Associates Financial Advisors
Kentucky
HC
2567
Hara Capital
Washington
IWM
2568
Inlight Wealth Management
Georgia
NL
2569
Navalign LLC
California
FFL
2570
Financial Freedom LLC
Ohio
GAMC
2571
Garner Asset Management Corp
Texas
WWA
2572
Wealth Watch Advisors
Colorado
EBA
2573
Eagle Bay Advisors
New York
MW
2574
Merited Wealth
Florida
TIAAOA
2575
Teachers Insurance & Annuity Association of America
New York