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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
CCT
876
Capital City Trust
Florida
$2.84M
SAI
877
Savvy Advisors Inc
New York
$2.84M
EWM
878
Empirical Wealth Management
Washington
$2.83M
SMAM
879
Sugar Maple Asset Management
Wisconsin
$2.82M
SWGC
880
Summit Wealth Group (Colorado)
Colorado
$2.81M
TFA
881
Tobias Financial Advisors
Florida
$2.8M
CT
882
Caldwell Trust
Florida
$2.8M
NB
883
Nicolet Bankshares
Wisconsin
$2.79M
USCWA
884
U.S. Capital Wealth Advisors
Texas
$2.78M
ACP
885
Aviance Capital Partners
Florida
$2.77M
FAL
886
Focused Alpha LLC
Colorado
$2.77M
MC
887
Miramar Capital
Illinois
$2.77M
BBWP
888
Beacon Bridge Wealth Partners
Pennsylvania
$2.76M
SCG
889
Sonata Capital Group
Washington
$2.76M
WCFA
890
Walkner Condon Financial Advisors
Wisconsin
$2.75M
KL
891
KWMG LLC
Kansas
$2.74M
AWA
892
Argo Wealth Advisory
Virginia
$2.74M
VV
893
Verity & Verity
South Carolina
$2.73M
AIM
894
Anchor Investment Management
South Carolina
$2.71M
CHJWM
895
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.7M
RFC
896
Regions Financial Corp
Alabama
$2.7M
BWP
897
Burling Wealth Partners
Illinois
$2.7M
LFP
898
Leeward Financial Partners
Washington
$2.7M
CM
899
Cornerstone Management
Georgia
$2.68M
EA
900
Emerald Advisors
Washington
$2.68M