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Vanguard Dividend Appreciation ETF

2,510 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, 976 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%46.48% (-1.2%)

4% less funds holding in top 10

Funds holding in top 10: 276265 (-11)

Holders
2,510
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
265
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
SWM
376
Sherman Wealth Management
Maryland
$11.7M
WPWM
377
Western Pacific Wealth Management
Illinois
$11.5M
SWA
378
Safir Wealth Advisors
New Hampshire
$11.5M
CAL
379
Capital Analysts LLC
Pennsylvania
$11.5M
FAP
380
Financial Advisory Partners
Florida
$11.5M
VM
381
VPR Management
Texas
$11.3M
WLIM
382
White Lighthouse Investment Management
Massachusetts
$11.3M
CFO
383
CVA Family Office
Colorado
$11.3M
TRCT
384
Tower Research Capital (TRC)
New York
$11.2M
KA
385
Kovack Advisors
Florida
$11.2M
WWWM
386
White Wing Wealth Management
Texas
$11.2M
TFCP
387
Twin Focus Capital Partners
Massachusetts
$11.2M
TCA
388
Transcend Capital Advisors
New Jersey
$11.1M
HPC
389
HM Payson & Co
Maine
$11.1M
AAS
390
Ameritas Advisory Services
Nebraska
$11M
MWM
391
M3 Wealth Management
Ohio
$11M
GWM
392
Global Wealth Management
New Jersey
$11M
BBHC
393
Brown Brothers Harriman & Co
New York
$11M
FDDB
394
Fidelity D&D Bancorp
Pennsylvania
$10.9M
BIA
395
Bigelow Investment Advisors
Maine
$10.9M
NCM
396
Novare Capital Management
North Carolina
$10.8M
SFS
397
Security Financial Services
Indiana
$10.7M
NP
398
NorthRock Partners
Minnesota
$10.7M
SPC
399
Sigma Planning Corp
Michigan
$10.6M
CAG
400
Crestwood Advisors Group
Massachusetts
$10.6M