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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
IFO
626
Independent Family Office
New York
$5.32M
ATPW
627
Ashton Thomas Private Wealth
Arizona
$5.31M
HIP
628
HUB Investment Partners
Texas
$5.31M
EAN
629
Excelsior Advisor Network
Colorado
$5.27M
AIM
630
Avity Investment Management
Connecticut
$5.26M
FT
631
Fiduciary Trust
Massachusetts
$5.24M
IWC
632
Infinity Wealth Counsel
Ohio
$5.23M
BWM
633
Base Wealth Management
Florida
$5.21M
MA
634
Mosaic Advisors
Texas
$5.2M
MA
635
MCF Advisors
Kentucky
$5.19M
PB
636
Pinnacle Bancorp
Nebraska
$5.19M
LCS
637
Levin Capital Strategies
New York
$5.17M
VCM
638
Vavra Capital Management
Pennsylvania
$5.15M
CIM
639
Corda Investment Management
Texas
$5.14M
FPCG
640
Forum Private Client Group
Indiana
$5.1M
BIM
641
Breakwater Investment Management
Washington
$5.08M
MSA
642
Marino Stram & Associates
Massachusetts
$5.07M
SSWM
643
Sheets Smith Wealth Management
North Carolina
$5.05M
HAG
644
HighPoint Advisor Group
Illinois
$5.04M
JIG
645
Junk Investment Group
Maryland
$5.04M
FA
646
Fortis Advisors
Pennsylvania
$5.03M
GFPC
647
Global Financial Private Client
Florida
$5.01M
TWP
648
Tempus Wealth Planning
California
$4.99M
PFA
649
Perryman Financial Advisory
Texas
$4.99M
MG
650
MilWealth Group
Wisconsin
$4.97M