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Vanguard Dividend Appreciation ETF

2,509 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, 975 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%46.47% (-1.2%)

4% less funds holding in top 10

Funds holding in top 10: 275264 (-11)

Holders
2,509
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
264
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
Baird Financial Group
51
Baird Financial Group
Wisconsin
$134M
PAG
52
Private Advisor Group
New Jersey
$128M
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$126M
Mercer Global Advisors
54
Mercer Global Advisors
Colorado
$126M
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$126M
KAS
56
Kestra Advisory Services
Texas
$126M
P
57
&Partners
Tennessee
$123M
TPI
58
Trust Point Inc
Wisconsin
$122M
GT
59
Glenmede Trust
Pennsylvania
$121M
Fidelity Investments
60
Fidelity Investments
Massachusetts
$107M
MML Investors Services
61
MML Investors Services
Massachusetts
$106M
SPIA
62
Steward Partners Investment Advisory
New York
$106M
SA
63
Sanctuary Advisors
Indiana
$105M
TPCW
64
TD Private Client Wealth
New York
$101M
HI
65
Horizon Investments
North Carolina
$94.5M
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$87.6M
HTC
67
Haverford Trust Company
Pennsylvania
$86.6M
3F
68
360 Financial
Minnesota
$85.3M
IAA
69
Independent Advisor Alliance
North Carolina
$83.6M
BPA
70
Beacon Pointe Advisors
California
$81.5M
IC
71
IEQ Capital
California
$80.5M
SFA
72
Sequoia Financial Advisors
Ohio
$77.7M
Franklin Resources
73
Franklin Resources
California
$77.4M
SFO
74
Stokes Family Office
Louisiana
$76.1M
SAI
75
Systematic Alpha Investments
New Jersey
$75.9M