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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
FMN
751
Financial Management Network
California
$3.88M
CBT
752
CoreFirst Bank & Trust
Kansas
$3.86M
EFG
753
Embree Financial Group
Illinois
$3.84M
COCM
754
Charter Oak Capital Management
New Hampshire
$3.81M
SWM
755
SeaCrest Wealth Management
New York
$3.8M
LW
756
Linscomb Wealth
Texas
$3.8M
SWM
757
Steinberganna Wealth Management
New York
$3.79M
SWP
758
Sagespring Wealth Partners
Tennessee
$3.79M
MCCA
759
Mill Creek Capital Advisors
Pennsylvania
$3.76M
FWM
760
FMA Wealth Management
Massachusetts
$3.76M
EWM
761
Elmwood Wealth Management
California
$3.75M
FSAG
762
Financial Solutions Advisory Group
Illinois
$3.74M
FWM
763
Fonville Wealth Management
Virginia
$3.73M
JCM
764
Jacobi Capital Management
Pennsylvania
$3.73M
VWM
765
Venturi Wealth Management
Texas
$3.72M
FCP
766
Fidelis Capital Partners
Florida
$3.71M
WA
767
Whipplewood Advisors
Colorado
$3.7M
PRTG
768
Post Resch Tallon Group
New York
$3.69M
PWMAG
769
Pinnacle Wealth Management Advisory Group
New Jersey
$3.68M
GEA
770
Glen Eagle Advisors
New Jersey
$3.67M
AIC
771
Archer Investment Corporation
Indiana
$3.66M
PCMF
772
Private Capital Management (Florida)
Florida
$3.66M
CL
773
Choreo LLC
Illinois
$3.65M
FIA
774
Foundations Investment Advisors
Arizona
$3.64M
GWA
775
Gratus Wealth Advisors
Virginia
$3.64M