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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)

1.17% less ownership

Funds ownership: 47.64%46.47% (-1.2%)

4% less funds holding in top 10

Funds holding in top 10: 276264 (-12)

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
WP
501
Wealthspan Partners
Iowa
$7.77M
WPWM
502
Windward Private Wealth Management
Kansas
$7.77M
FA
503
Fullerton Advisors
California
$7.71M
CG
504
Caprock Group
Idaho
$7.65M
BFG
505
Bleakley Financial Group
New Jersey
$7.64M
BFG
506
Beacon Financial Group
Texas
$7.55M
AAG
507
Asset Advisory Group
New Jersey
$7.53M
BCWM
508
Bartlett & Co Wealth Management
Ohio
$7.51M
JPG
509
Jordan Park Group
California
$7.47M
SDH
510
Sloy Dahl & Holst
Washington
$7.42M
NL
511
NWAM LLC
Washington
$7.41M
HL
512
HeadInvest LLC
Maine
$7.41M
OPCM
513
Osborne Partners Capital Management
California
$7.41M
YWM
514
Yukon Wealth Management
Kansas
$7.41M
HC
515
Hoese & Co
Minnesota
$7.39M
SA
516
Sovran Advisors
California
$7.34M
SFG
517
Strategic Financial Group
Michigan
$7.32M
HWA
518
Heritage Wealth Advisors
Virginia
$7.31M
CA
519
Cambridge Advisors
Nebraska
$7.28M
SCA
520
Sandy Cove Advisors
Massachusetts
$7.27M
PSP
521
Principal Street Partners
Tennessee
$7.23M
SW
522
SkyOak Wealth
Michigan
$7.16M
RBFC
523
Roman Butler Fullerton & Co
Missouri
$7.13M
KFGK
524
Keystone Financial Group (Kentucky)
Kentucky
$7.1M
SFS
525
Sowell Financial Services
Arkansas
$7.08M