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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
FWM
751
Fonville Wealth Management
Virginia
$3.73M
JCM
752
Jacobi Capital Management
Pennsylvania
$3.73M
VWM
753
Venturi Wealth Management
Texas
$3.72M
FCP
754
Fidelis Capital Partners
Florida
$3.71M
WA
755
Whipplewood Advisors
Colorado
$3.7M
PRTG
756
Post Resch Tallon Group
New York
$3.69M
PWMAG
757
Pinnacle Wealth Management Advisory Group
New Jersey
$3.68M
GEA
758
Glen Eagle Advisors
New Jersey
$3.67M
AIC
759
Archer Investment Corporation
Indiana
$3.66M
PCMF
760
Private Capital Management (Florida)
Florida
$3.66M
CL
761
Choreo LLC
Illinois
$3.65M
FIA
762
Foundations Investment Advisors
Arizona
$3.64M
GWA
763
Gratus Wealth Advisors
Virginia
$3.64M
TP
764
Tranquility Partners
Tennessee
$3.62M
RWA
765
Rooted Wealth Advisors
Illinois
$3.61M
SIAG
766
Safeguard Investment Advisory Group
California
$3.61M
HF
767
HRT Financial
New York
$3.6M
LRPA
768
L. Roy Papp & Associates
Arizona
$3.6M
HP
769
Holistic Planning
Texas
$3.6M
PAI
770
Pittenger & Anderson Inc
Nebraska
$3.6M
CCA
771
Cypress Capital Advisors
Tennessee
$3.56M
BFIM
772
Beese Fulmer Investment Management
Ohio
$3.56M
BFS
773
BridgePort Financial Solutions
Iowa
$3.55M
IC
774
Iconiq Capital
California
$3.54M
BFA
775
Benedict Financial Advisors
Georgia
$3.54M