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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
JIC
351
Johnson Investment Counsel
Ohio
$12.4M
WAP
352
Wealth Analytics Partners
California
$12.4M
LIM
353
Leavell Investment Management
Alabama
$12.4M
RIA
354
Regal Investment Advisors
Michigan
$12.4M
PC
355
Pecaut & Co
Iowa
$12.3M
BEI
356
Benjamin Edwards Inc
Missouri
$12.1M
CFP
357
Curran Financial Partners
South Carolina
$12M
WTC
358
WhitTier Trust Company
Nevada
$12M
AP
359
Advisors Preferred
Maryland
$12M
AAP
360
Arax Advisory Partners
Colorado
$12M
SC
361
Savant Capital
Illinois
$12M
DI
362
DAGCO Inc
Ohio
$12M
FLPIM
363
F.L. Putnam Investment Management
Massachusetts
$11.9M
SWA
364
Stratos Wealth Advisors
Ohio
$11.9M
WP
365
WealthShield Partners
North Carolina
$11.8M
CFA
366
CWS Financial Advisors
Michigan
$11.8M
CIA
367
Capital Investment Advisors
Georgia
$11.8M
EFS
368
Essex Financial Services
Connecticut
$11.7M
SWM
369
Sherman Wealth Management
Maryland
$11.7M
WPWM
370
Western Pacific Wealth Management
Illinois
$11.5M
SWA
371
Safir Wealth Advisors
New Hampshire
$11.5M
CAL
372
Capital Analysts LLC
Pennsylvania
$11.5M
FAP
373
Financial Advisory Partners
Florida
$11.5M
VM
374
VPR Management
Texas
$11.3M
WLIM
375
White Lighthouse Investment Management
Massachusetts
$11.3M