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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
OFS
801
Opus Financial Solutions
Illinois
$3.31M
CF
802
Centaurus Financial
California
$3.28M
OCM
803
Orser Capital Management
Texas
$3.27M
HBW
804
Hazlett, Burt & Watson
West Virginia
$3.24M
AFO
805
Arrowroot Family Office
California
$3.24M
SW
806
SVB Wealth
Massachusetts
$3.22M
KFA
807
Kelleher Financial Advisors
New York
$3.22M
AFM
808
Aspetuck Financial Management
Connecticut
$3.22M
LWCFA
809
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.21M
BAM
810
Belpointe Asset Management
Nevada
$3.21M
PFA
811
Pure Financial Advisors
California
$3.21M
ES
812
Eagle Strategies
New York
$3.21M
LP
813
LGL Partners
Pennsylvania
$3.19M
GGS
814
Galvin Gaustad & Stein
Arizona
$3.18M
SWA
815
Sterling Wealth Advisors
Florida
$3.18M
MWM
816
MOKAN Wealth Management
Kansas
$3.18M
AWM
817
Accel Wealth Management
Iowa
$3.17M
WMWM
818
Wilkins Miller Wealth Management
Alabama
$3.16M
KFS
819
Kaizen Financial Strategies
California
$3.16M
TCBWMS
820
Texas Capital Bank Wealth Management Services
Texas
$3.15M
PTC
821
Private Trust Company
Ohio
$3.15M
AAG
822
Armstrong Advisory Group
Massachusetts
$3.15M
NCM
823
Next Capital Management
New York
$3.14M
LHEI
824
Leo H. Evart Inc
California
$3.12M
HW
825
HORAN Wealth
Ohio
$3.11M