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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
JPG
501
Jordan Park Group
California
$7.47M
SDH
502
Sloy Dahl & Holst
Washington
$7.42M
NL
503
NWAM LLC
Washington
$7.41M
HL
504
HeadInvest LLC
Maine
$7.41M
OPCM
505
Osborne Partners Capital Management
California
$7.41M
YWM
506
Yukon Wealth Management
Kansas
$7.41M
HC
507
Hoese & Co
Minnesota
$7.39M
SA
508
Sovran Advisors
California
$7.34M
SFG
509
Strategic Financial Group
Michigan
$7.32M
HWA
510
Heritage Wealth Advisors
Virginia
$7.31M
CA
511
Cambridge Advisors
Nebraska
$7.28M
SCA
512
Sandy Cove Advisors
Massachusetts
$7.27M
PSP
513
Principal Street Partners
Tennessee
$7.23M
SW
514
SkyOak Wealth
Michigan
$7.16M
RBFC
515
Roman Butler Fullerton & Co
Missouri
$7.13M
KFGK
516
Keystone Financial Group (Kentucky)
Kentucky
$7.1M
SFS
517
Sowell Financial Services
Arkansas
$7.08M
RMAM
518
Raab & Moskowitz Asset Management
New Jersey
$7.06M
SWM
519
Segment Wealth Management
Texas
$7.05M
Tudor Investment Corp
520
Tudor Investment Corp
Connecticut
$7.02M
ODIJL
521
One Day In July LLC
Vermont
$7M
WIM
522
Westside Investment Management
California
$6.98M
PCG
523
Prosperity Consulting Group
Maryland
$6.94M
DA
524
Detalus Advisors
Missouri
$6.88M
GPW
525
Genesis Private Wealth
Virginia
$6.88M