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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
SC
426
Syon Capital
California
$9.61M
NG
427
Northstar Group
New York
$9.59M
PWM
428
PMG Wealth Management
Illinois
$9.55M
MC
429
Moors & Cabot
Massachusetts
$9.54M
WIC
430
Woodmont Investment Counsel
Tennessee
$9.5M
BVP
431
Bristlecone Value Partners
California
$9.47M
GWMR
432
GC Wealth Management RIA
Massachusetts
$9.46M
WKWM
433
Walter & Keenan Wealth Management
Indiana
$9.43M
NSIM
434
North Star Investment Management
Illinois
$9.41M
1WA
435
180 Wealth Advisors
Washington
$9.4M
VVP
436
Venture Visionary Partners
Ohio
$9.39M
CWA
437
Cascade Wealth Advisors
Washington
$9.37M
CPWA
438
Cerro Pacific Wealth Advisors
California
$9.32M
PFA
439
Plotkin Financial Advisors
Maryland
$9.25M
BNP Paribas Financial Markets
440
BNP Paribas Financial Markets
France
$9.25M
TAM
441
Titleist Asset Management
Texas
$9.23M
CIA
442
Compass Ion Advisors
Pennsylvania
$9.2M
FF
443
Formulate Financial
Florida
$9.16M
VAI
444
Vanguard Advisers Inc
Pennsylvania
$9.11M
CFP
445
Cascade Financial Partners
California
$9.02M
JFG
446
Jefferies Financial Group
New York
$9.01M
ICMP
447
Integrated Capital Management (Pennsylvania)
Pennsylvania
$8.99M
IFG
448
Independent Financial Group
California
$8.97M
SG
449
StoneX Group
New York
$8.95M
MCP
450
Miller Capital Partners
Michigan
$8.94M