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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
MA
626
MCF Advisors
Kentucky
$5.19M
PB
627
Pinnacle Bancorp
Nebraska
$5.19M
LCS
628
Levin Capital Strategies
New York
$5.17M
VCM
629
Vavra Capital Management
Pennsylvania
$5.15M
CIM
630
Corda Investment Management
Texas
$5.14M
FPCG
631
Forum Private Client Group
Indiana
$5.1M
BIM
632
Breakwater Investment Management
Washington
$5.08M
MSA
633
Marino Stram & Associates
Massachusetts
$5.07M
SSWM
634
Sheets Smith Wealth Management
North Carolina
$5.05M
HAG
635
HighPoint Advisor Group
Illinois
$5.04M
JIG
636
Junk Investment Group
Maryland
$5.04M
FA
637
Fortis Advisors
Pennsylvania
$5.03M
GFPC
638
Global Financial Private Client
Florida
$5.01M
TWP
639
Tempus Wealth Planning
California
$4.99M
PFA
640
Perryman Financial Advisory
Texas
$4.99M
MG
641
MilWealth Group
Wisconsin
$4.97M
SWMG
642
Sard Wealth Management Group
Georgia
$4.97M
PCM
643
Parsons Capital Management
Rhode Island
$4.97M
CF
644
Calder Financial
Pennsylvania
$4.96M
MCM
645
Morton Capital Management
California
$4.96M
MFA
646
Mayflower Financial Advisors
Massachusetts
$4.96M
PFA
647
Pathway Financial Advisers
Indiana
$4.93M
KeyBank National Association
648
KeyBank National Association
Ohio
$4.92M
WAG
649
Winthrop Advisory Group
Massachusetts
$4.91M
MCC
650
Money Concepts Capital
Florida
$4.9M