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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
WBCM
801
Wilson & Boucher Capital Management
California
$3.42M
ET
802
Equitable Trust
Tennessee
$3.42M
IWP
803
Innova Wealth Partners
Pennsylvania
$3.42M
AIS
804
Advocate Investing Services
Maryland
$3.41M
GC
805
Guilbault Capital
Louisiana
$3.4M
CCA
806
Childress Capital Advisors
Texas
$3.39M
HIA
807
Harbor Investment Advisory
Maryland
$3.36M
CFM
808
Cornerstone Financial Management
Massachusetts
$3.36M
NRI
809
NFP Retirement Inc
California
$3.34M
OCM
810
One Capital Management
California
$3.33M
DOA
811
D'Orazio & Associates
Virginia
$3.32M
2WWM
812
21 West Wealth Management
California
$3.31M
OFS
813
Opus Financial Solutions
Illinois
$3.31M
CF
814
Centaurus Financial
California
$3.28M
OCM
815
Orser Capital Management
Texas
$3.27M
HBW
816
Hazlett, Burt & Watson
West Virginia
$3.24M
AFO
817
Arrowroot Family Office
California
$3.24M
SW
818
SVB Wealth
Massachusetts
$3.22M
KFA
819
Kelleher Financial Advisors
New York
$3.22M
AFM
820
Aspetuck Financial Management
Connecticut
$3.22M
LWCFA
821
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.21M
BAM
822
Belpointe Asset Management
Nevada
$3.21M
PFA
823
Pure Financial Advisors
California
$3.21M
ES
824
Eagle Strategies
New York
$3.21M
LP
825
LGL Partners
Pennsylvania
$3.19M