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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
PA
726
Planning Alternatives
Michigan
$4.06M
SIP
727
Snowwater Investment Partners
Connecticut
$4.05M
OPW
728
Oxler Private Wealth
New York
$4.04M
OC
729
Optima Capital
Oregon
$4.04M
HT
730
Heritage Trust
Oklahoma
$3.98M
MAM
731
Mainsail Asset Management
Alabama
$3.97M
GWAG
732
Garrett Wealth Advisory Group
Texas
$3.97M
DM
733
Diversified Management
Wisconsin
$3.96M
GWM
734
Geneos Wealth Management
Colorado
$3.96M
RFM
735
Royal Fund Management
Florida
$3.93M
SQA
736
Simon Quick Advisors
New Jersey
$3.91M
SAM
737
Smartleaf Asset Management
Massachusetts
$3.9M
B
738
Bailard
California
$3.9M
MFS
739
McNamara Financial Services
Massachusetts
$3.9M
EFG
740
Everhart Financial Group
Ohio
$3.89M
FMN
741
Financial Management Network
California
$3.88M
EFG
742
Embree Financial Group
Illinois
$3.84M
COCM
743
Charter Oak Capital Management
New Hampshire
$3.81M
SWM
744
SeaCrest Wealth Management
New York
$3.8M
LW
745
Linscomb Wealth
Texas
$3.8M
SWM
746
Steinberganna Wealth Management
New York
$3.79M
SWP
747
Sagespring Wealth Partners
Tennessee
$3.79M
MCCA
748
Mill Creek Capital Advisors
Pennsylvania
$3.76M
FWM
749
FMA Wealth Management
Massachusetts
$3.76M
EWM
750
Elmwood Wealth Management
California
$3.75M