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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)

1.17% less ownership

Funds ownership: 47.64%46.47% (-1.2%)

4% less funds holding in top 10

Funds holding in top 10: 276264 (-12)

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
DBRC
276
D.B. Root & Company
Pennsylvania
$16.5M
AWP
277
Accretive Wealth Partners
New Jersey
$16.4M
AMG
278
Asset Management Group
Connecticut
$16.4M
GVAG
279
Great Valley Advisor Group
Delaware
$16.4M
CFS
280
CRA Financial Services
New Jersey
$16.4M
HWA
281
HHM Wealth Advisors
Tennessee
$16.3M
KP
282
Kitching Partners
Pennsylvania
$16.2M
MWA
283
Martel Wealth Advisors
Washington
$16.2M
WIA
284
World Investment Advisors
California
$16M
JAG
285
Journey Advisory Group
Kentucky
$16M
CWM
286
Circle Wealth Management
New Jersey
$15.9M
WT
287
Washington Trust
Rhode Island
$15.8M
AA
288
Ancora Advisors
Ohio
$15.6M
MFG
289
Mosaic Financial Group
Illinois
$15.5M
AGC
290
Aspen Grove Capital
Colorado
$15.5M
CBU
291
CIBC Bancorp USA
Illinois
$15.5M
CAM
292
Cozad Asset Management
Illinois
$15.3M
ZBNA
293
Zions Bancorporation, National Association
Utah
$15.3M
SC
294
Swan Capital
Florida
$15.2M
MGIA
295
Moneta Group Investment Advisors
Missouri
$15.2M
SFC
296
Strategic Financial Concepts
Texas
$15.2M
IIA
297
Integral Investment Advisors
California
$15.1M
CF
298
Conquis Financial
California
$15.1M
ASN
299
Advisory Services Network
Georgia
$15M
MWA
300
Motive Wealth Advisors
Michigan
$14.9M