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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
PA
351
Parallel Advisors
California
$12.5M
CCG
352
Chatham Capital Group
Georgia
$12.5M
AFG
353
Albion Financial Group
Utah
$12.5M
DI
354
DDFG Inc
California
$12.5M
HCM
355
Hengehold Capital Management
Ohio
$12.5M
PIMG
356
Patriot Investment Management Group
Tennessee
$12.5M
JIC
357
Johnson Investment Counsel
Ohio
$12.4M
WAP
358
Wealth Analytics Partners
California
$12.4M
LIM
359
Leavell Investment Management
Alabama
$12.4M
RIA
360
Regal Investment Advisors
Michigan
$12.4M
PC
361
Pecaut & Co
Iowa
$12.3M
BEI
362
Benjamin Edwards Inc
Missouri
$12.1M
CFP
363
Curran Financial Partners
South Carolina
$12M
WTC
364
WhitTier Trust Company
Nevada
$12M
AP
365
Advisors Preferred
Maryland
$12M
AAP
366
Arax Advisory Partners
Colorado
$12M
SC
367
Savant Capital
Illinois
$12M
DI
368
DAGCO Inc
Ohio
$12M
FLPIM
369
F.L. Putnam Investment Management
Massachusetts
$11.9M
SWA
370
Stratos Wealth Advisors
Ohio
$11.9M
WP
371
WealthShield Partners
North Carolina
$11.8M
DG
372
Dala Group
Illinois
$11.8M
CFA
373
CWS Financial Advisors
Michigan
$11.8M
CIA
374
Capital Investment Advisors
Georgia
$11.8M
EFS
375
Essex Financial Services
Connecticut
$11.7M