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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
MG
701
Mather Group
Illinois
$4.39M
OCPWS
702
One Charles Private Wealth Services
Massachusetts
$4.39M
CA
703
CSM Advisors
Pennsylvania
$4.39M
DJSG
704
D.J. St. Germain
Massachusetts
$4.38M
DWM
705
Diversify Wealth Management
Utah
$4.35M
FMII
706
Farmers & Merchants Investments Inc
Nebraska
$4.34M
BCP
707
Blue Chip Partners
Michigan
$4.33M
CAM
708
Columbia Asset Management
Michigan
$4.33M
CHAM
709
Clear Harbor Asset Management
Connecticut
$4.29M
SP
710
Stablepoint Partners
Massachusetts
$4.29M
GA
711
Greenspring Advisors
Maryland
$4.28M
ZF
712
Zhang Financial
Michigan
$4.28M
FFA
713
Frazier Financial Advisors
Ohio
$4.27M
TVWM
714
Tower View Wealth Management
Wisconsin
$4.24M
CAM
715
CPA Asset Management
Florida
$4.24M
BWM
716
Baron Wealth Management
Michigan
$4.23M
CWMS
717
Cannon Wealth Management Services
North Carolina
$4.23M
JFG
718
JMG Financial Group
Illinois
$4.23M
IFS
719
Intelligent Financial Strategies
Minnesota
$4.22M
KWM
720
Kaydan Wealth Management
Michigan
$4.19M
SPWM
721
Smith Partners Wealth Management
North Carolina
$4.17M
SWM
722
Selby Wealth Management
California
$4.16M
AC
723
Avant Capital
Louisiana
$4.15M
FCA
724
FLC Capital Advisors
California
$4.14M
KJWM
725
Kiley Juergens Wealth Management
Washington
$4.13M