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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
MAWAG
676
Mid-American Wealth Advisory Group
Missouri
$4.6M
CAAM
677
Cornerstone Advisors Asset Management
Pennsylvania
$4.59M
SA
678
Sincerus Advisory
New York
$4.59M
GSIAS
679
Garden State Investment Advisory Services
New Jersey
$4.57M
CW
680
Channel Wealth
California
$4.55M
PFS
681
Prospect Financial Services
New York
$4.49M
RDFA
682
Ritter Daniher Financial Advisory
Ohio
$4.47M
EFG
683
Ehrlich Financial Group
California
$4.44M
FAM
684
Formidable Asset Management
Ohio
$4.44M
LNWTC
685
Laird Norton Wetherby Trust Company
Washington
$4.43M
AFG
686
Atomi Financial Group
New York
$4.42M
Financial Engines Advisors
687
Financial Engines Advisors
California
$4.41M
SIA
688
SkyView Investment Advisors
New Jersey
$4.4M
C1AG
689
Client 1st Advisory Group
Florida
$4.4M
MT
690
Midwest Trust
Kansas
$4.4M
MG
691
Mather Group
Illinois
$4.39M
OCPWS
692
One Charles Private Wealth Services
Massachusetts
$4.39M
CA
693
CSM Advisors
Pennsylvania
$4.39M
DJSG
694
D.J. St. Germain
Massachusetts
$4.38M
DWM
695
Diversify Wealth Management
Utah
$4.35M
FMII
696
Farmers & Merchants Investments Inc
Nebraska
$4.34M
BCP
697
Blue Chip Partners
Michigan
$4.33M
CAM
698
Columbia Asset Management
Michigan
$4.33M
CHAM
699
Clear Harbor Asset Management
Connecticut
$4.29M
SP
700
Stablepoint Partners
Massachusetts
$4.29M