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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
NWMG
2551
Nicholson Wealth Management Group
South Carolina
MWM
2552
Maltin Wealth Management
New Jersey
GL
2553
Gerber LLC
Ohio
VW
2554
Vance Wealth
California
AIC
2555
Argus Investors Counsel
New York
Balyasny Asset Management
2556
Balyasny Asset Management
Illinois
MCWS
2557
McKinley Carter Wealth Services
West Virginia
IWM
2558
Iams Wealth Management
Nebraska
KWMG
2559
King Wealth Management Group
Florida
HIA
2560
HTG Investment Advisors
Connecticut
MAM
2561
MWA Asset Management
Massachusetts
SRA
2562
Secured Retirement Advisors
Minnesota
PWP
2563
Private Wealth Partners
California
FIG
2564
FSA Investment Group
Florida
DA
2565
Drake & Associates
Wisconsin
WA
2566
Win Advisors
Florida
NJIM
2567
Nabity-Jensen Investment Management
Nebraska
TWPM
2568
Total Wealth Planning & Management
Florida
WP
2569
WealthPLAN Partners
Nebraska
CA
2570
Cresta Advisors
Texas
SW
2571
SteelPeak Wealth
California
LA
2572
LVW Advisors
New York
DF
2573
Daviman Financial
Indiana
PA
2574
PSI Advisors
Florida
AMG
2575
APS Management Group
California