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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
GA
701
Greenspring Advisors
Maryland
$4.28M
ZF
702
Zhang Financial
Michigan
$4.28M
FFA
703
Frazier Financial Advisors
Ohio
$4.27M
TVWM
704
Tower View Wealth Management
Wisconsin
$4.24M
CAM
705
CPA Asset Management
Florida
$4.24M
BWM
706
Baron Wealth Management
Michigan
$4.23M
CWMS
707
Cannon Wealth Management Services
North Carolina
$4.23M
JFG
708
JMG Financial Group
Illinois
$4.23M
IFS
709
Intelligent Financial Strategies
Minnesota
$4.22M
KWM
710
Kaydan Wealth Management
Michigan
$4.19M
SPWM
711
Smith Partners Wealth Management
North Carolina
$4.17M
SWM
712
Selby Wealth Management
California
$4.16M
AC
713
Avant Capital
Louisiana
$4.15M
FCA
714
FLC Capital Advisors
California
$4.14M
KJWM
715
Kiley Juergens Wealth Management
Washington
$4.13M
RWMH
716
Riverpoint Wealth Management Holdings
Illinois
$4.12M
ACM
717
Advisors Capital Management
New Jersey
$4.11M
KFG
718
Kingdom Financial Group
Arizona
$4.11M
LAS
719
Lloyd Advisory Services
Georgia
$4.11M
CCA
720
Conservest Capital Advisors
Pennsylvania
$4.11M
BIA
721
Bell Investment Advisors
California
$4.1M
KIA
722
KCM Investment Advisors
California
$4.08M
FF
723
Friday Financial
Iowa
$4.07M
NPFS
724
Novak & Powell Financial Services
Florida
$4.07M
GA
725
GSG Advisors
New Jersey
$4.06M