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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
PTC
676
Philadelphia Trust Company
Pennsylvania
$4.71M
AWM
677
Axxcess Wealth Management
California
$4.7M
PSCM
678
Per Stirling Capital Management
Texas
$4.66M
SCI
679
S&CO Inc
Massachusetts
$4.65M
AFM
680
Abbot Financial Management
Massachusetts
$4.64M
FHC
681
First Heartland Consultants
Missouri
$4.63M
CWM
682
Centurion Wealth Management
Virginia
$4.62M
CPA
683
Cardiff Park Advisors
California
$4.61M
PAG
684
Private Advisory Group
Washington
$4.61M
UB
685
UMB Bank
Missouri
$4.6M
MAWAG
686
Mid-American Wealth Advisory Group
Missouri
$4.6M
CAAM
687
Cornerstone Advisors Asset Management
Pennsylvania
$4.59M
SA
688
Sincerus Advisory
New York
$4.59M
GSIAS
689
Garden State Investment Advisory Services
New Jersey
$4.57M
CW
690
Channel Wealth
California
$4.55M
PFS
691
Prospect Financial Services
New York
$4.49M
RDFA
692
Ritter Daniher Financial Advisory
Ohio
$4.47M
EFG
693
Ehrlich Financial Group
California
$4.44M
FAM
694
Formidable Asset Management
Ohio
$4.44M
LNWTC
695
Laird Norton Wetherby Trust Company
Washington
$4.43M
AFG
696
Atomi Financial Group
New York
$4.42M
Financial Engines Advisors
697
Financial Engines Advisors
California
$4.41M
SIA
698
SkyView Investment Advisors
New Jersey
$4.4M
C1AG
699
Client 1st Advisory Group
Florida
$4.4M
MT
700
Midwest Trust
Kansas
$4.4M